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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
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.
Press Releases 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.
Press Releases Corporate Culture News Articles
Legislative update

Form 5500 Simplification Act Clears House Committee

The Form 5500 Simplification Act (H.R. 7362), introduced by Representatives Glenn Grothman (R-WI) and Don Norcross (D-NJ), passed out of the House Committee on Education & Workforce by a vote of 22-12.
Regulatory and Legislative Defined benefit plan Defined contribution plan Legislative update News Articles

Philadelphia to Implement Auto-IRA Program

Philadelphia voters have approved a ballot measure that is expected to establish the nation's first city-run auto-IRA program.
Regulatory and Legislative IRA Legislative update News Articles

Bill Proposes EBSA Reporting Requirements

Senators Bill Cassidy (R-LA) and Jim Banks (R-IN) have introduced the Investigation Status and Governance for Honest Transparency (INSIGHT) Act.
Regulatory and Legislative Defined benefit plan Defined contribution plan Legislative update News Articles

Proxy Reform Proposal Clears House Committee

A bill re-introduced by Representative Bryan Steil (R-WI), titled the Protecting Americans' Retirement Savings From Politics Act, has cleared the House Financial Services Committee by a vote of 27-24.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA Legislative update 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