All-inclusive Plan Administration


All-inclusive Plan Administration

Plan sponsors are spending more and more valuable time handling the administrative responsibilities required to maintain a qualified retirement plan. From overseeing payroll submissions and trustee duties, to fiduciary responsibility and employee communication, sponsors are simply overwhelmed.

To further complicate the landscape, the IRS and Department of Labor (DOL) conduct thousands of retirement plan audits every year, many of which fail, costing sponsors substantial fees and executive attention

FuturePlan understands this new reality. We can take on the administrative burden of payroll, distribution of statements, eligibility tracking and more so sponsors are freed up for their core business activities. And we can navigate the myriad intricacies of plan compliance – saving sponsors valuable resources.

We partner with sponsors, so you can enjoy an enhanced relationship with your clients adding value along the way.

Our services include:

  • Payroll processing
  • Nondiscrimination testing
  • Form 5500 filing
  • Investment reviews
  • Distribution of participant statements
  • Distribution processing
  • Employee eligibility tracking
  • Compliance and legislative supervision
  • Contribution limit tracking
  • Contribution remittances
  • Loan processing

FuturePlan has some of the most credentialed and knowledgeable retirement plan practitioners in the world and is supported by a deep bench of subject matter experts, actuaries, and our large in-house ERISA team.