State Mandated Retirement Programs: What You Need to Know
State mandated retirement programs have become a way to increase the low percentage of Americans saving for retirement, and a way to bridge the coverage gap as pensions become rarer.
Expertise and Tools for a Competitive Edge
Tailored insights and powerful tools provide the expertise to uncover opportunities, strengthen client solutions, and achieve better outcomes.
The latest updates
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
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
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.
PBGC Eliminates Paper Checks for Premium Payments: What You Need to Know
The Pension Benefit Guaranty Corporation has announced that paper checks will no longer be accepted for annual premium payments.
Could Now Be the Best Time to Terminate Your Defined Benefit Plan?
If you’ve been considering terminating your frozen defined benefit plan, this may be the right time to act.
Changes to Medicare Part D Under the Inflation Reduction Act
In this article, we'll discuss the impact of the Inflation Reduction Act of 2022 on employer-sponsored medical plans and Medicare Part D.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
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.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
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.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
Why 1 Million Visitors Love my.FuturePlan
Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.
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.
Top 10 Questions Advisors Ask About Cash Balance Plans
With taxes on the rise, high earners are searching for ways to reduce tax liability while accelerating retirement savings.
To Simplify the Complex, Technology Matters
Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.
Selling Beyond the 401k: Part One of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.
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