FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan
New Product Diminishes Employer Burdens, Adds Fiduciary Protection
FuturePlan by Ascensus Appoints Jeff Cricenti as Sales Divisional Vice President
Experienced Sales Leader Will Oversee Organization's North/West Region
FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales
FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.
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.
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 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.
Ascensus Announces FuturePlan Leadership Change
Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022
Dresher, PA—July 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 by Ascensus Appoints Carlo Guerrera Head of Institutional Sales
Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships
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 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.
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