Regulatory Updates
IRS Releases Final QPLO Regulations
Plan participants have more time to roll over certain plan loan offsets under the Tax Cuts & Jobs Act of 2017 (TCJA).
Why Your Choice of TPA Matters
Partnering with the right TPA is essential for your advisory practice.
A national TPA backed by the strength of Ascensus
What’s Different About FuturePlan
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.
Who We Are
One Great TPA Can Transform Your Client's Future
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.
How We Think
Stay in the Know
Regulatory Updates
DOL Releases Final PTE on Investment Advice
The DOL addresses how financial organizations or professionals can receive certain compensation that would otherwise violate the prohibited transaction rules.
Regulatory Updates
Spending Bill Contains Coronavirus Relief
On December 21, 2020, Congress passed additional measures to provide economic relief from the effects of the coronavirus pandemic. On December 27, 2020, it was signed into law.
What We Do
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.
What We Offer
Expertise on Every Plan, Everywhere
401(k) & Defined Contribution Plans
A cornerstone of benefits programs for more than three decades.
Cash Balance Plans
High contribution limits with the flexibility and portability of a 401(k) plan.
Prevailing Wage Plans
Utilizing the fringe benefit to fund a qualified retirement plan.
3(16) Fiduciary Services
Delegate retirement plan liability, responsibilities, and tasks to our expert team.
ESOPs
Aligning employees’ retirement benefits with a plan sponsor’s business goals.
Tribal Plans & Trusts
Objective, independent and unbiased plans for tribal governments.