Client Onboarding Services
Built with clients in mind, our onboarding experience combines deep plan expertise, proactive compliance support, regulatory discipline, and personalized service.
What is retirement plan client onboarding?
The retirement plan onboarding process guides a new plan, plan takeover, or redesign from signed agreement to full operational readiness. It includes discovery, plan document preparation, coordination with trustees and advisors, coordination with the recordkeeper, and the steps needed to support a smooth transition for the plan sponsor and participants.
Retirement plan client onboarding is especially important for:
New plan startups
Plan takeovers and redesigns
Sponsors changing providers
Plans with complex design needs
Advisors who want a smoother experience for mutual clients
What to expect during the client onboarding process
Knowledgeable guidance
Work with experienced professionals who understand plan administration, regulatory requirements, and the details that keep implementation on track.
Coordinated implementation
Support for retirement plan implementation includes document gathering, signature support, partner coordination, and milestone management.
Clear communication
Consistent updates and proactive communication during onboarding help advisors and plan sponsors stay informed from start to finish.
Why choose FuturePlan?
Onboarding sets the tone for the entire relationship. FuturePlan supports onboarding with the expertise, coordination, and follow-through needed from day one.
Benefits of FuturePlan client onboarding
For your clients
Clear expectations and transition milestones
Support through setup, takeover, or redesign
A smoother experience with less disruption
For your practice
More confident transition for mutual clients
Fewer handoff issues during implementation
Stronger trust in the process
Better foundation for long-term client relationships
Experience expert-led onboarding
Experienced onboarding specialists
Strong regulatory and plan administration knowledge
Flexible support for complex plans
Scalable processes with a personal touch
Highest standards for information security management
Niche ERISA expertise
Our team includes experienced specialists, including in-house ERISA attorneys who resolve legacy issues during transition, ensuring our mutual clients start on a clean foundation.
Accountable delivery
Trusted as a partner responsible for the success of more than 20,000 clients. We offer 3(16) fiduciary support to handle the "heavy lifting" of compliance and signing.
Frictionless process and coordination
Our team of over 100 specialists coordinates directly with recordkeepers and trustees, proactively managing every detail so you don't have to.
Dedicated support through implementation
FuturePlan provides retirement plan transition services, supporting both onboarding and offboarding with the same focus on accuracy, communication, and care.
Implementation consultants
Experienced consultants help guide onboarding new retirement plan clients through key steps, requirements, and timelines.
Coordination across stakeholders
We help streamline communication across plan sponsors, advisors, trustees, recordkeepers, and internal teams.
Transition milestones
Defined milestones help keep work progressing and expectations clear.
Support at every stage
From bringing a plan on board to helping close one out properly, FuturePlan is committed to a thoughtful transition experience.
How we help minimize disruption
Our plan onboarding services are designed to reduce complexity, simplify next steps, and create clarity early in the relationship.
Plan document and data collection
We help gather required materials, organize documentation, and keep critical items moving.
Recordkeeper and partner coordination
Our team works alongside existing partners to simplify handoffs and reduce duplicate effort.
Regulatory follow-through
Knowledgeable teams support timely administration and implementation requirements.
Continuity and corrections support
When a plan needs cleanup before moving forward, FuturePlan can help address issues, so the transition starts on stronger footing.
Additional services to help our clients
Plan takeover and redesign
Support for transitions from an existing provider to FuturePlan.
Customized plan design
Guidance that helps validate and refine design decisions during onboarding.
Plan document preparation and maintenance
Ongoing support to help keep plan documents current with regulatory requirements.
3(16) fiduciary services
We can act as a fiduciary to mitigate the risks associated with your retirement plan.
Leadership
Behind FuturePlan's deep capabilities is an experienced leadership team dedicated to delivering innovative solutions.
Successful onboarding requires more than just moving records; it requires a dedicated partnership. Our team coordinates every detail with prior providers and recordkeepers so our clients experience a seamless, disruption-free experience from day one
Ready to simplify the onboarding experience?
Contact us to learn more about how our onboarding process can help make the experience easier for you and your clients.