• New brand and website, same client login
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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!

Logins

Plan Participant Access
Plan Sponsor Account Access
Contribution Upload (Sharefile)
Relius Contribution Upload
Financial Advisor Account Access

fiduciaryPATH-Contribution Processing
Retirement Plan Exchange with fiduciaryPATH - Contribution Processing

Distributions and Loans

Toll-Free Number: (877) 369-1903
Email: RosevilleProfessionalDistributionDept@FuturePlan.com

Contact Us
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


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