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
FuturePlan by Ascensus
金融服务
Dresher,Pennsylvania 3,201 位关注者
Our Expertise is Your Competitive Advantage
关于我们
We stand as a Category of One partner in the TPA space. As a leading third party administrator for America’s leading recordkeepers and advisors, we are the only TPA offering a full spectrum of creative plan design, strategic consulting, IRS and DOL regulatory compliance services, an actuarial practice and end-to-end plan administration for every plan, with complete independence and flexibility. We strive to 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. Our areas of expertise encompass creative retirement plan design and administration, Cash Balance Plans, 3(16) Fiduciary Services, Prevailing Wage Plans, Defined Benefit, Non-qualified Deferred Compensation Plans, actuarial consulting, compliance, 401(k), 403(b) and 457 Plans.
- 网站
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https://www.futureplan.com
FuturePlan by Ascensus的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Dresher,Pennsylvania
- 创立
- 2008
动态
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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.?
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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
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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.
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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
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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?
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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
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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
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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
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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