All-inclusive retirement plan administration
Help your clients reduce their administrative burden and stay on track with retirement plan administration services built for accuracy, consistency, and long-term support.
What all-inclusive retirement plan administration means
Retirement plan administration requires coordinated oversight of testing, filings, deadlines, and evolving regulatory requirements. All-inclusive plan administration is especially relevant for:
Advisors supporting qualified retirement plans
Clients with ongoing testing and filing obligations
Plans requiring consistent annual administration
Sponsors navigating changing regulatory requirement
Benefits of all-inclusive plan administration
For your clients
More consistent plan oversight
Reduced risk around deadlines and filings
Better alignment with plan provisions and annual requirements
A more reliable administrative experience across the life of the plan
For your practice
A partner that can grow with your book of business
Less time spent chasing routine administration issues
Visibility into plan progress without needing to manage every step
Greater confidence in the day-to-day work happening behind the scenes
A better way to manage retirement plans
Retirement plan administration rarely gets attention when it’s working well—but when it isn’t, the consequences can be immediate and costly. Deadlines, compliance requirements, and complex details leave little room for error. The real value isn’t just checking boxes; it’s having the right expertise, processes, and visibility to keep everything running smoothly and to catch issues before they escalate.
With the right partner, retirement plan administration becomes something you can delegate with confidence. You maintain visibility and control, while the daily demands are expertly managed behind the scenes. FuturePlan’s service model was purpose built to make that possible.
Why choose FuturePlan?
You need a partner who can deliver consistently, scale with your business, and make administration easier to manage.
Scalable and consistent delivery
Support from a team of more than 100 retirement professionals dedicated to keeping your plans on track.
Collaborative structure and unified systems to ensure your clients receive steady, reliable service for continuity in navigating peak seasons with confidence.
Personalized client support
Each plan is assigned a dedicated consultant specialized by plan type, such as Defined Contribution, Defined Benefit, or 3(16) fiduciary services. This gives advisors a direct point of contact who understands the specific technical requirements of the plan.
Transparent approach
The my.FuturePlan portal provides visibility into annual administration milestones, including 5500 filings, compliance testing, and contribution calculations. Customizable communication settings let advisors monitor plan progress while maintaining their focus on business growth.
Built for clarity, control, and confidence in plan administration
FuturePlan’s administration model simplifies a complex process with many moving parts. Our approach brings structure, visibility, and confidence to retirement plan administration.
Through our secure portal, my.FuturePlan, advisors and clients have real-time insight into key annual administration milestones, including:
Year-end data collection
Compliance testing
Contribution calculations
Form 5500 preparation
Annual reporting
This level of transparency reduces uncertainty and helps you understand where each plan stands at any point during the year.
Capabilities included in all-inclusive plan administration
Annual administration and testing
Nondiscrimination testing, contribution calculations, and ongoing plan administration designed to keep plans aligned with annual requirements.
Retirement plan compliance services
Monitoring, plan document adherence, and regulatory oversight to support retirement plan compliance and reduce risk.
Full-service Form 5500 preparation
End-to-end Form 5500 filing support, including schedules, review, and filing oversight for timely and accurate ERISA reporting.
Compliance resolution and restoration
A specialized team that can address plan failures, corrections, and restoration issues when a plan is messy, out of compliance, or needs remediation.
Ongoing regulatory awareness
A dedicated focus on the changing regulatory landscape, with updates and guidance that help you and your clients stay current.
Leadership
Behind FuturePlan's deep capabilities is an experienced leadership team dedicated to delivering innovative solutions.
The true value for an advisor is that they need a partner they can trust completely so they can move on to the next sale and focus on investment advice. By treating the advisor as our first client and letting us handle the administrative burden with tailored, proactive communication, they get a partner that can truly grow their business with them.
Let’s simplify plan administration
If you’re evaluating outsourced retirement plan administration or looking for a partner that can support compliance, Form 5500 filing, and ongoing plan oversight, connect with FuturePlan to discuss the right approach for your clients and your practice.