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.

Practice Management

Cash Balance Plan

401(k) Plans

Great Resignation

War for Talent

3(16) Fiduciary Services

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

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

Practice Management

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.

FuturePlan

FuturePlan

NAPA 401(k) Summit

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.

FuturePlan

Pension

Healthcare

Cash Balance

OPEB

GASB

IBNR Calculation

IBNR

Help your clients put more jingle in their pockets this season

Dedicated DB is the leading national third-party administrator of Defined Benefit plans for 1-10 employee companies.

Richard Collins

Defined Benefit Plan

Micro businesses

Cash Balance

Intac and FuturePlan: Welcome to Our Growing Family

Intac’s company name will officially change to FuturePlan at the end of August. Read about how we’re creating that future together.

Charles Rosenberg, CRA, CRC, AIF

Intac

FuturePlan

Legacy Firm

Legacy Spotlight

Why Benchmarking Plan Administration is Mission Critical

Financial advisors and plan sponsors routinely benchmark their 401(k) service providers, but rarely apply the same process to plan administration. This is an unfortunate missed opportunity, since the quality and expertise of your plan administration provider (typically a TPA firm) is critically important to the success of the plan. 

Aaron McIsaac

Becoming FuturePlan: A Personal Story from One TPA’s Journey

Almost three years ago, our RSI leadership team embarked on a new adventure: selling the firm we built from scratch. We wanted to ensure the future of our partnerships, clients, and talented associates was bright – filled with growth and opportunity.

The Retirement Strategies Inc. Leadership Team

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.

Jessica Marson

Late Deferral Deposits – What are the Rules, Exactly?

Some employees carefully watch their deferral contributions with each paycheck as they go into their 401(k) or 403(b) plan account. After all, it is their money – wages they’ve set aside to be paid later! But how quickly must the deposit be made? Employers often misunderstand the deposit timing rules for employee deferrals. In this article, we will explain the rules, exceptions, and consequences, along with the options available for fixing late deposits.

FuturePlan

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