New Name, Same Exceptional Service: Introducing FuturePlan
To our valued clients and partners:
Pensys 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. We greatly appreciated your loyalty and partnership with us as PenSys and look forward to continuing to help you reach your retirement goals as part of FuturePlan. You’ll continue receiving the high touch, responsive service you expect from our expert team, plus so much more. We’re part of an unparalleled network of 100s 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. During our transition, client portal logins will remain the same, please see links below. We welcome your questions and feedback and look forward to working with you as FuturePlan!
Retirement Plan Exchange with fiduciaryPATH - Contribution Processing
Distributions and Loans
Toll-Free Number: (877) 369-1903
Encinitas, CA (800) 557-3679
Fort Collins, CO (800) 557-3679
Charlotte, NC (704) 357-6400
Roseville, CA (916) 918-0200
San Luis Obispo, CA (800) 557-3679