Great News!

We're Becoming

New Name, Same Exceptional Service

To our valued clients and partners:

We are now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by local, quality-focused TPA firms from coast to coast. You'll start seeing the FuturePlan name in your interactions with us more and more as we continue the gradual and thoughtful rollout of our new brand. During and after the transition, you’ll continue to receive the high-touch, responsive service you expect from our expert team—plus so much more.

As FuturePlan, we’re a fully independent and neutral TPA that empowers advisors and plan sponsors to work with the recordkeepers and investment platforms that best meet their needs. We’re part of an unparalleled network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry.

Please visit our new website FuturePlan.com to learn more. During our transition, client portal logins will remain the same. (Please see links below.) We welcome your questions and feedback and look forward to working with you as FuturePlan!

TPA Solutions Contact Us
Contact your Plan Consultant
Asperia Contact Us
P: (800) 548-6277
E: NewtonQualifiedPlans@futureplan.com
Qualified Plans Contact Us
P: (800) 542-6785
E: SavannahInfo@futureplan.com
Polycomp Contact Us

Roseville
3000 Lava Ridge Court, Suite 130, Roseville, CA 95661

Toll-free: (800) 952-8800
Phone: (916) 773-3480
Fax: (916) 773-3484

Office Support Hours:
Monday-Thursday, 8:00AM-5:00PM, PT
Friday, 8:00AM-12:00PM, PT

San Diego | Prevailing Wage | Benefit Trust
404 Camino del Rio South, Suite 608, San Diego, CA 92108

Toll-free: (800) 572-4122
Phone: (619) 683-2030
Fax: (619) 683-2022

Office Support Hours:
Monday-Thursday, 8:00AM-5:00PM, PT
Friday, 8:00AM-12:00PM, PT

Encino
16030 Ventura Boulevard, Suite 200, Encino, CA 91436

Toll-free: (800) 736-7090
Phone: (818) 716-0111
Fax: (818) 346-8672

Office Support Hours:
Monday-Thursday, 8:00AM-5:00PM, PT
Friday, 8:00AM-12:00PM, PT

Read our letter to clients and partners here.

FuturePlan.com