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FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market

New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market

Press Releases

Partnerships

News Articles

FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England

Driving New England growth through independent, advisor-focused retirement solutions.

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Corporate Culture

News Articles

FuturePlan by Ascensus Adds Ryan Moore as Regional Vice President to Strengthen Advisor Partnerships

Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii.

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Corporate Culture

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Cash Balance

New FuturePlan Cash Balance Outlook and Trends Report Sees Cash Balance Plans Surge 1025% Over Two Decades, Surpassing $1 Trillion in Assets and 9.5M Savers

Small businesses—now accounting for 56% of cash balance plans—and companies in California and New York lead the charge.

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Cash Balance

News Articles

Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation

Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.

Insights and Perspectives

Cash Balance

News Articles

Top 5 Selling Tips to Close Cash Balance Plan Sales

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

Insights and Perspectives

Cash Balance

News Articles

5 Reasons to Add a Cash Balance Plan Before Year End

Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.

Insights and Perspectives

Cash Balance

News Articles

How Do You Select the Right TPA?

From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.

Use our guide to ask the right questions

10 Questions to Ask Your TPA