FuturePlan is the #1 TPA partner for America’s leading advisors and recordkeepers, empowering them to deliver better outcomes for savers across the nation. We make life easier for everyone we serve, simplifying the complex and relieving the burden of plan administration, consulting, and compliance.
We combine highly responsive personalized service with the unmatched strength and security of a national leader. Today, FuturePlan’s experienced team of experts supports more than 53,000 plan sponsors with 1.9M participants and $98B in assets under administration.
FuturePlan is proud to be independent and singularly focused on client needs. We don’t sell investments and we partner with more than 30 different recordkeepers and thousands of advisors across the nation. Learn more about partnering with FuturePlan and connect with us at FuturePlan.com.
Specialities: Retirement Plan Design and Administration, Actuarial Consulting, Compliance, 401(k), Cash Balance Plans, 3(16) Fiduciary Services, 403(b) and 457 Plans, Prevailing Wage Plans, ESOP, Defined Benefit, Tribal Plans and Trusts, Non-qualified Deferred Compensation Plans
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