Insights and Perspectives

Insights and Perspectives

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.

Financial Advisors: Don’t Ask For a Referral – Do This Instead

Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.

Nyhart: Benefits Your Way

In 2019, Nyhart joined FuturePlan by Ascensus—an opportunity to merge the unique expertise of an actuarial powerhouse with the robust services FuturePlan already offers.

3(16) Fiduciary Services: What’s All the Hype About?

3(16) fiduciary services are one of the fastest growing sectors of the retirement plan industry today, but why do these plan administrators exist? We cover that in this post.