Insights and Perspectives

To Simplify the Complex, Technology Matters

Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan. Choosing the right third-party administrator (TPA) can make all the difference in simplifying this complexity for you and your clients. You want a partner with a proven track record of delivering customer-focused, feature-rich digital experiences for you, your plan sponsors, and their participants. A partner that can drive products to market quickly when regulatory changes warrant and deliver customized solutions for advisors, recordkeepers, and broker dealers when needed.

These capabilities require a consistent investment in cutting-edge technology that prioritizes and ensures security, efficiency, flexibility, and ease. FuturePlan is a category of one partner, meaning you won’t find another TPA in the industry with our commitment to—and ability to continuously invest in—technology-enabled services backed by expert support.

Look to FuturePlan to turn retirement plan challenges into extraordinary results by making it easier for everyone—from plan advisors and institutional partners to small- and medium-sized businesses—to work smarter, not harder:

  • Reduce the complexity and day-to-day distraction of managing a retirement plan with a reimagined online portal that includes single sign-on capabilities and intuitive, easy-to-navigate dashboards and tools
  • Intuitive census submission capabilities, data, and access with a two-way message center
  • Manage plan progress with our onboarding business tracker
  • Ensure your clients’ data is protected with FuturePlan, which employs cybersecurity best practices, multi-factor authentication, data encryption at all stages, and strict internal protocols

Plus, our team of experts provides a full spectrum of creative plan design, strategic consulting, IRS and DOL regulatory services, actuarial practice, and end-to-end plan administration for every plan.

Scale and technology are critical levers for providing flexibility to stay ahead of changing regulatory, client, and participant needs. To learn more about how FuturePlan can help you and your clients achieve success, visit