TPA services built for accuracy, compliance, and scale
From administration to actuarial and consulting expertise, FuturePlan delivers retirement plan services that help advisors operate with confidence and grow their practice.
Comprehensive retirement plan services
Advisors need a partner they can trust to deliver consistent accuracy across compliance and ongoing plan management. That’s why we’ve set a new standard in service delivery—making retirement plan administration easier, faster, and more personalized to drive better outcomes for you and your clients.
FuturePlan delivers comprehensive retirement plan administration with a smarter approach—combining relationship-driven service, modern technology, and unparalleled expertise. We offer a full range of services to help advisors manage plans efficiently, stay compliant, and meet evolving client needs.
Retirement plan administration and compliance
Plan administration
End-to-end administration designed to improve efficiency and deliver a consistent client experience
Client onboarding services
Structured onboarding to transition plans smoothly and establish a strong operational foundation
3(16) fiduciary services
Delegate retirement plan liability, responsibilities, and tasks to our expert team
Actuarial services
Valuations, funding analysis, and compliance support for defined benefit and cash balance plans
Plan documentation
Development and updates to help ensure documents remain accurate and aligned with plan operations
A world-class service model that provides an ease of experience
Through our consultative approach, we deliver a consistent and predictable experience that reduces friction and improves oversight across your clients’ plans. Industry-leading results are driven by world-class service, built on precision, accountability, and care. From strategy to execution, we manage every detail of your plan with a proactive, hands-on approach. This dedication drives every step of our process and ensures you’re supported, informed, and prepared at all times.
We provide an ease of experience through a service model built to support you:
Dedicated consultants
Assigned to all stages of your plan
Proactive communications
Keeping you informed of your requirements to stay prepared
Fast and reliable support
Experience quick and reliable support
Fast and reliable support with a majority of responses in 4 hours**
Always-on correction team
Designed to step in on any plan challenges
84*
World-class Net Promoter Score (NPS)
A world class score indicates the highest NPS score rating, which for you means our shared clients are happy, and likely to recommend us to others.
Let’s simplify your retirement plan services
Discover how our TPA services can better support you and your clients—connect with us today and our team will follow up soon.
*FuturePlan data as of YTD 3/31/2026.
**Greater than 75% of responses within 4 hours, with remaining happening within 24 hours. Source: FuturePlan Data, 2025