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New Name, Same Exceptional Service: Introducing FuturePlan

To our valued clients and partners:

Means & Associates is now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. You’ll continue receiving the high touch, responsive service you expect from your same expert team, plus so much more. We’re part of an unparalleled network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus.

As FuturePlan, we’re a fully independent and neutral TPA, empowering advisors and plan sponsors to work with whichever recordkeeper and investment platform that best meets their needs. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry. Please visit our new website at FuturePlan.com to learn more. We welcome your questions and feedback and look forward to working with you as FuturePlan!

Contact Us:

Current clients and advisors-your plan contact remains the same
Office: (619) 696-7284

Sales and general questions
Lisa Meyer, QKA
Sales & Marketing Manager
P (619) 481-5851
F (619) 696-7286
E lisa.meyer@futureplan.com

3131 Camino del Rio North, Suite 1600, San Diego, CA 92108

Helpful Links

Plan Sponsor Plan Access

The Tribal Group - Protecting Native Money

Read our letter to advisors, clients, and industry partners here.