One great TPA can transform your client’s future.

Imagine what an entire network of them could do.

The expert TPAs you’ve always trusted are now part of a national network, backed by the industry’s most sophisticated technology and data security.

49k retirement plans of every size and type, across all 50 states
30+ recordkeeping partnerships, we are neutral and conflict-free across all platforms
800k participants are securing their retirement through FuturePlan
460+ credentialed plan professionals including the leading experts on every type of plan

Together, we work even harder. 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.

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Our Legacy of Leadership

Each of these leading TPA firms became part of FuturePlan by Ascensus, so that together we can deliver unmatched levels of service, innovation and expertise to an ever-growing client base from coast to coast. By joining forces, we have become the nation’s largest retirement TPA while preserving the strength and warmth of our local relationships.

Together as FuturePlan, we are able to continuously broaden our service offerings in every location, supported by a deep bench of more than 460 credentialed plan professionals, 45 actuaries, and access to one of the industry’s largest in-house ERISA teams.

Why Your Choice of TPA Matters

Partnering with the right TPA is essential for your advisory practice. 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.

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What’s Different About FuturePlan

We understand that strong partnerships with advisors like you are key to the long-term success of any retirement plan. Simplifying the complex, keeping you current with relevant information and tools, and taking care of every plan detail—that’s how we continuously earn your trust.

Strong Client Relationships

The TPAs who came together to form FuturePlan all enjoyed: stellar reputations for client service and a legacy of long-term relationships with plan sponsors and advisors.

Technology and Data Security

We are backed by the strength and resources of Ascensus, a leading national firm with unmatched data security and continuous investment in advanced technology.

Independent and Conflict-Free

We don’t sell investments and we partner seamlessly with all recordkeepers. We empower advisors to choose whichever recordkeeper and investment solution best serves their client’s needs.