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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.
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
Partnerships

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

Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans

Principal Financial Group®, a leader in pooled retirement plan offerings, announced the successful transition of administrative responsibilities for Principal® EASE, the firm’s largest Pooled Employer Plan (PEP) by client count, to FuturePlan.
Press Releases Partnerships News Articles

FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan

New Product Diminishes Employer Burdens, Adds Fiduciary Protection
Press Releases Partnerships News Articles

RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus to Expand Retirement Plan Access with Innovative New Pooled Plan Solution

FuturePlan is part of an exciting partnership with RBC Wealth Management (RBC) and Transamerica.
Press Releases Partnerships News Articles

Vestwell Names FuturePlan As One of Its Preferred TPA Partners

Vestwell names FuturePlan as one of its preferred TPA partners, as part of their new Vestwell Flex solution.
Press Releases Partnerships 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