New Name, Same Exceptional Service: Introducing FuturePlan
To our valued clients and partners:
Moran Knobel 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 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!
Current clients and advisors - your plan contact remains the same
Bellevue, WA (425) 451-9389
Fax: (425) 451-1668
Sales and general questions
Lisa Meyer, QKA
Sales & Marketing Manager
P (619) 481-5851
F (619) 696-7286
During our transition, client portal logins will remain the same--please continue to use the links we've shared with you.
If you're looking for your retirement plan participant account login, click here
Read our letter to our clients, advisors, and industry partners here.