Your trusted partner in retirement plan success
Managing a business is demanding, and your time is valuable. We simplify plan design, compliance, and administration, so you can focus on your business and achieve better outcomes—bringing clarity to complexity, one plan at a time.
Whether it’s designing a stronger retirement plan, lowering tax liabilities, or solving administrative challenges, we’re here to provide tailored solutions that meet your unique needs. With a trusted partner committed to your plan’s success, you can count on our deep expertise and industry relationships to guide you every step of the way.
Above all, we prioritize creating an ease of experience—one that simplifies processes, reduces friction, and leverages technology to make managing your plan as seamless as possible.
Solutions built for you
We design our consulting services around your goals, ensuring they align perfectly with your retirement plan needs. By focusing on exactly what you want to achieve, we deliver strategies that drive measurable impact for you and your participants.
Achieve more with us by your side
Proven results: TPAs see an 8.5% greater plan participation and 14.8% higher deferral rates than bundled.*
Capabilities that deliver: Core capabilities are integrated across plan design, administration, and operations to drive efficiency and effectiveness. With my.FuturePlan, your personalized portal, you benefit from direct access to key plan details, actionable insights, and timely updates—all from one central dashboard.
Outcomes with impact: Gain access to a true consultative partnership backed by over 500 in-house experts. Our dedicated team includes 75 enrolled actuaries and 470 credentialed retirement professionals who consistently design plans that achieve higher participation rates, greater stability, and improved satisfaction.
Innovating together for a stronger future
Leading-edge infrastructure
Utilize industry-leading innovation leveraging the enterprise capabilities of a world-class financial services organization—including data privacy, cybersecurity, AI, and technology.
Depth of partnerships
Tap into a history of established relationships and integration capabilities across the entire retirement ecosystem, including financial advisors, recordkeepers and payroll providers—driving greater efficiency.
Client-first culture
Rely on a service model and investment strategies continuously refined through client feedback, ensuring solutions that align with your clients’ evolving needs.
World-class service
Work with dedicated consultants at every stage of your client’s plan.
Ready to partner with us?
Complete the form below to connect with our team and discover how FuturePlan can support your goals.
*Source: Ascensus data as of 3Q2025