press releases

FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales

FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.

FuturePlan

Corporate Culture

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.

FuturePlan

Partnerships

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.

FuturePlan

Partnerships

FuturePlan Marks Major 2022 Growth with Four Expanded Sales Territories and Ten Strategic New Hires

FuturePlan by Ascensus announced a major expansion of the firm’s national footprint with four new sales territories and ten strategic new hires across the country.

FuturePlan

Corporate Growth

Ascensus Announces FuturePlan Leadership Change

Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022

Dresher, PAJuly 14, 2022—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare— announced today that Kasey Price will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.

FuturePlan

Corporate Culture

FuturePlan by Ascensus Appoints Carlo Guerrera Head of Institutional Sales

Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships

FuturePlan

Corporate Culture

FuturePlan by Ascensus Expands Sales Team

Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support

FuturePlan

Corporate Culture

FuturePlan by Ascensus Appoints Aaron McIsaac as Divisional Vice President for Southern California

Experienced Sales Leader Will Continue to Oversee Organization’s Northwest/Central Region

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—announces that Aaron McIsaac will assume divisional vice president (DVP) responsibilities for the organization’s Southern California region as a result of DVP Greg Taylor’s planned retirement. The change is effective June 30, 2021.

FuturePlan

Corporate Culture

FuturePlan by Ascensus Appoints Mark Wiggins as Divisional Vice President for the Southeast and Southwest Regions

FuturePlan by Ascensus is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization.

FuturePlan

Press Release

Teresa Hassara Named President of FuturePlan by Ascensus

Ascensus is pleased to announce that Teresa Hassara will join the company as president of its FuturePlan by Ascensus line of business effective April 12, 2021. 

FuturePlan

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