Overview

FuturePlan Financial, Inc.

Information by Research TrustFinance

https://www.futureplan.com/

FuturePlan by Ascensus is a leading provider of retirement plan solutions for financial advisors, business owners, and their employees. The company specializes in third-party administration (TPA), recordkeeping, and consulting services for a wide range of retirement plans, including 401(k)s, 403(b)s, and defined benefit plans. Formed through the strategic acquisition of numerous independent TPA firms by its parent company, Ascensus, FuturePlan leverages national scale and advanced technology while maintaining local, personalized service. Its mission is to empower financial advisors and plan sponsors with the expertise and tools needed to design and manage effective, compliant, and customized retirement plans.

Founded in
United States

United States


Industry

    Financial

  • Other ServicePRIMARY