FuturePlan Blog

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.

Visit us at booth 826 to meet or catch up with Teresa Hassara, our President and Carlo Guerrera, our Head of Institutional Sales, as well as members of our FuturePlan team. We’re looking forward to answering your questions and talking about your practice.

Teresa Hassara
President of FuturePlan by Ascensus

Carlo Guerrera
Head of Institutional Sales

Follow us on LinkedIn throughout the conference for daily updates on what we’re hearing from top advisors on the show floor.

Regulatory Updates

Proposed Enhanced Disclosures About ESG Investment Practices

Proposed Enhanced Disclosures About ESG Investment Practices

The SEC has issued a proposed rule that would add reporting requirements for registered investment advisors, registered investment companies, certain advisers that are exempt from registration, and business development companies.