Updated 2022 Compliance Calendar. View our 2022 compliance calendar and download a client handout. >
Reducing sponsor risk and burdens with FuturePlan Fiduciary Services
Defined benefit and micro cash balance plans
Put more jingle in your clients' pockets before year end.
We've brought together more than 30 leading third party administrators (TPAs) from across the nation to become one dedicated organization with a shared vision for transforming the retirement industry. Our new national model preserves the local TPA relationships, expertise, and entrepreneurial ingenuity you’ve always trusted, now backed by the strength and security of Ascensus.
Imagine what an entire network of them could do. By taking time to understand your client’s business, a great TPA can navigate complex choices, present unique plan options, and ultimately help you grow your client base.
We’re with you every step of the way, minimizing risk, maximizing tax benefits and helping manage costs and challenges as the company grows. We will always ensure compliance, protect data, and adapt to changing regulations. That’s what you should expect from your TPA, and that’s what you get with FuturePlan.
3(16) fiduciary services are one of the fastest growing sectors of the retirement plan industry today, but why do these plan administrators exist? We cover that in this post.
Tax payers and individuals will have a new process for calculating and electing federal income tax withholding on retirement distributions.
On November 19, 2021, the U.S. House of Representatives passed H.R. 5376, the Build Back Better Act (“BBB Act” or “the Act”).
And that means you can serve your clients better.
We know that having a customized, flexible and compliant retirement plan is essential to your clients’ success and their employees’ financial security. We’re here to optimize results and keep everything running smoothly, freeing your time to focus on what you do best.
A cornerstone of benefits programs for more than three decades.
High contribution limits with the flexibility and portability of a 401(k) plan.
Utilizing the fringe benefit to fund a qualified retirement plan.
Delegate retirement plan liability, responsibilities, and tasks to our expert team.
Aligning employees’ retirement benefits with a plan sponsor’s business goals.
Objective, independent and unbiased plans for tribal governments.
