Retirement plan solutions for every client scenario
Whether a client needs a straightforward plan or a more advanced strategy, FuturePlan delivers retirement solutions tailored to fit. Success comes from applying deep expertise and partnering with a team that can thoughtfully design, implement, and manage the right solution for each client. Through creative plan design and consultative services, FuturePlan aligns retirement strategies with your specific business goals and supports them with ongoing, expert guidance.
Driving results across every plan
33,500
plans*
1.4+MM
participants*
$101B
in assets under administration*
Explore retirement plan solutions
Compare plan types and identify the right retirement strategy based on client needs, contribution goals, and business structure.
Defined contribution plans
A widely used starting point for retirement savings across a broad range of clients
Defined Benefit Plans
A pension-based strategy designed to maximize contributions and deliver predictable retirement income
Cash balance plans
A hybrid approach offering higher contribution potential with more flexibility than traditional pension structures
Group retirement plans
Solutions designed for organizations managing retirement benefits across multiple entities or groups
Nonqualified deferred compensation plans
Strategies that allow select employees or executives to defer additional income beyond qualified plan limits
Prevailing wage plans
Plan structures designed to help meet prevailing wage and fringe benefit requirements
A partner across every stage of the plan
Choosing the right plan is just the first step. FuturePlan works with you and your clients to help design, implement, and support retirement strategies across a wide range of client scenarios.
From initial plan selection through ongoing administration and compliance, you have a partner focused on helping you deliver tailored outcomes.
Let’s find the right plan strategy
If you’re evaluating retirement plan options or working through a specific client scenario, connect with FuturePlan to discuss the right approach.
*FuturePlan data as of 3/31/2026