What’s Different About FuturePlan
We've brought together more than 30 leading third party administrators (TPAs) from across the nation to become one dedicated organization with a shared vision for transforming the retirement industry. Our new national model preserves the local TPA relationships, expertise, and entrepreneurial ingenuity you’ve always trusted, now backed by the strength and security of Ascensus.
Strong Client Relationships
The TPAs who came together to form FuturePlan all enjoyed: stellar reputations for client service and a legacy of long-term relationships with plan sponsors and advisors.
Technology and Data Security
We are backed by the strength and resources of Ascensus, a leading national firm with unmatched data security and continuous investment in advanced technology.
Independent and Conflict-Free
We don’t sell investments and we partner seamlessly with all recordkeepers. We empower advisors to choose whichever recordkeeper and investment solution best serves their client’s needs.