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Special message from one of our trusted partners

You have the power to make a difference for your clients and savers every day. But you can't do it all. That's why you need a partner with a broad suite of retirement plan solutions and a deep bench of expertise who is committed to helping you take your practice to the next level.

DELIVER VALUE

Put our plan corrections experts to work for you.

Failed compliance testing. Missed 5500 filings. Plan document errors. These are costly for your clients and challenging for you to manage. FuturePlan's in-house plan resolution experts provide corrections expertise and compliance assurance you can rely on so your clients have peace of mind knowing all requirements and regulations are met.

INCREASE REVENUE

Tap into the cash balance opportunity.

Cash balance plans can be an ideal solution for business owners looking to reduce tax liabilities and accelerate retirement savings. These plans offer powerful tax savings but can get complex. By partnering with FuturePlan's nationally recognized Cash Balance Center of Excellence, you gain access to comprehensive resources and specialized training that provide the tools and expertise you need to add to your retirement practice.

IMPROVE RETENTION

Count on us to help reduce fiduciary burden.

Employers who set up a retirement plan are held legally responsible for compliance with IRS and DOL regulations as a fiduciary. Outsourcing to our SimplySecure 3(16) services relieves that burden, saving valuable time and reducing business risk. We provide expert oversight to help manage the fiduciary responsibilities of the plan—with personalized service and in-house expertise, you can trust us to deliver plans maintained in full ERISA compliance.

FuturePlan is a market leading TPA transforming plan design and administrative challenges into extraordinary results. It's easy to differentiate your practice and succeed with our deep retirement expertise, innovative solutions and service excellence. Together, we can create better retirement outcomes for clients and savers.

Visit futureplan.com or call 866-929-2525 to get started today.

Learn more

FuturePlan by Ascensus provides plan design, administration, and compliance services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services.

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Partner Message: 3 key strategies to grow your retirement practice

Scale your retirement business with innovative strategies and expertise.

Put our plan corrections experts to work for you.

Tap into the cash balance opportunity.

Count on us to help reduce fiduciary burden.

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