Our retirement plans come with continuous service

So we keep improving outcomes year after year—because some things get better with age.

Tailored Services
& Solutions

Retirement plans aren’t one size fits all—it’s crucial to customize the right plan for each business, keep reports up-to-date, and adapt to changing laws, regulations and business growth. At FuturePlan, we combine local expertise with award-winning national service to offer you the right solutions for long-term success.

  • Customized Plan Design
  • Plan Document Preparation and Maintenance
  • Client Onboarding Services
  • All-inclusive Plan Administration
  • 3(16) Fiduciary Services
  • Actuarial Services
  • Compliance Services
  • Full Service Form 5500 Preparation
  • Compliance Resolution and Restoration
  • Plan Takeover and Redesign
  • Plan Consulting
  • Restatements
  • Plan Termination Services

Expertise on Every Plan, Everywhere

FuturePlan was created by bringing together the leading experts on every type of retirement plan. We can guide you and your clients to the best plan choice for satisfying their unique needs and business goals.

401(k) & Defined Contribution Plans

We offer every option: traditional 401(k) plans, safe harbor plans, new comparability (cross-tested), profit sharing, 403(b), and many advanced plan design options.

Cash Balance Plans

Combining the high lifetime contribution limits of traditional defined benefit plans with the flexibility and portability of a 401(k).

Defined Benefit Plans

For high net worth business owners looking to maximize employee retirement plan contributions in conjunction with high tax benefit ratios.

Non-Qualified Plans

For situations that require specialized plan design, administration and compliance where more flexibility is desired than mainstream defined benefit and defined contribution plans allow.

ESOPs

Employee Stock Ownership Plans, for owners looking to reward and retain their employees with an ownership interest in the company through a tax qualified plan.

Solo(k) and Solo DB/CB Plans

For self-employed individuals or small businesses looking to take advantage of retirement and tax limits not available in other plans.

Tribal Retirement Plans and Trusts

For Native American tribal governments looking to partner with experts on the unique administration and compliance needs of tribal governmental, commercial, and member benefit plans.

HSA and Retiree Medical

Designing complementary plans to supplement retirement savings, and helping those who want to pay off their medical expenses in a tax-efficient way.