FuturePlan by Ascensus

We’re excited to welcome?Michael Butler?to the FuturePlan National Sales Team.?Glad to have you on board! Learn more: https://lnkd.in/g3nqzi5H

That’s a wrap on the 2025 National Sales Conference! We had an incredible time in Atlanta with the FuturePlan sales team, executive leaders, valued partners, and trusted advisor council members. From insightful panels to team building and education, the event was full of opportunities to collaborate and grow. We also unveiled new tools and resources to help our teams better serve our clients in the year ahead.?? ? Together, we’re ready to ELEVATE and reach new heights as a Category of One provider, delivering greater retirement outcomes for millions of savers — driven by retirement expertise, innovative solutions, and consistent service delivery.? ? Thank you to everyone who joined us.?

The IRS has released proposed catch-up regulations related to SECURE 2.0.? Our ERISA team is here to help you understand this proposed guidance—and what it means for your clients. https://lnkd.in/epfTTwNk

We’re off to a fantastic start to our 2025 National Sales Conference! We kicked off the event with our theme, ELEVATE, setting the tone for an amazing few days ahead. A special highlight from day one was the Advisor Council Panel. It provided a fantastic opportunity to hear from our top advisors, share insights, and collaborate on innovative ideas to drive our shared success even further.

The IRS has issued a proposed regulation to guide employers required to include an automatic enrollment provision in their 401(k) or 403(b) plans, as required by SECURE 2.0. Our ERISA team is here to help you understand this proposed guidance—and what it means for your clients. https://lnkd.in/erzRj6w4

Are you interested in growing your financial advisory practice? Cash balance plans can give your clients significant tax deductions and accelerated savings. Get help selling these plans by exploring our brand-new cash balance prospecting library. ?? https://lnkd.in/eXfZ3GpU?

FuturePlan's Mark Wiggins, Sales Divisional Vice President South/East Region, will be at the Kestra Financial Ascend 2025 Advisor Conference. See him on a panel discussing effective retirement plan design. #KestraAscend2025

Thanks to the SECURE 2.0 Act, affected plan participants in certain types of retirement plans can now take penalty-free distributions when a major disaster has been declared by the President. Our ERISA team is here to help you understand this federal disaster relief guidance—and what it means for your clients. https://lnkd.in/eEuTc2Zy

FuturePlan’s 2025 Compliance Calendar provides key regulatory dates and reporting requirements for defined contribution and defined benefit plans. Share with your clients to help them get ahead—and stay ahead—of their compliance deadlines. https://lnkd.in/eX7avQfX

With FuturePlan, financial advisors get personalized prospecting guidance and industry-leading sales tools proven to help grow their practice. Learn why FuturePlan is a recognized thought leader on cash balance plans and get familiar with the many resources we provide: https://lnkd.in/ezgekcck