Expertise that powers better retirement outcomes
As a leading retirement solutions provider, we solve your plan challenges and deliver meaningful results. Our unique approach to plan management can help us serve you as your trusted partner, delivering tailored outcomes, with an ease of experience.
Industry & Regulatory News
The Retirement-Savings Weapon Doctors and Lawyers Use to Build Wealth
Cash balance plans have seen a significant surge in popularity and now hold more than $1 trillion of wealth. Read why various industries are selecting cash balance plans in a WSJ article featuring FuturePlan's Dan Kravitz.
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
Treasury Announces Access to Trump Accounts for Foster Children
FuturePlan's Coach Programs
Industry-leading programs designed to help advisors grow and scale their retirement practices. Gain practical strategies, expert guidance, and actionable insights to deepen client relationships, enhance plan value, and drive long-term success.
Cash Balance Plans
Cash balance plans are often paired with a 401(k) to increase total retirement contributions. While 401(k)s have fixed limits, cash balance plans allow for higher, age-based contributions––creating additional capacity for tax deferral and long-term savings
3(16) Fiduciary Services
FuturePlan’s 3(16) fiduciary services help reduce plan sponsor workload, strengthen compliance, and bring experienced support to the day-to-day responsibilities that keep retirement plans running smoothly.
What We Do
With more than 45 years* of experience in retirement plan administration and plan design solutions, our breadth of expertise is foundational to who we are and how we fulfill the needs of our clients. We are dedicated to making life easier for the people we serve by simplifying complexity and easing the demands of plan administration, consulting, and compliance. Our customized retirement plan solutions include plan design, cash balance and defined benefit services, 3(16) fiduciary support, non-qualified plans, MEPs/PEPs, and solo plans.
1,500+
associates
35,000+
plans serviced**
84
world-class net promoter score***
Who We Serve
Financial Advisors
We understand your challenges and partner with you at every stage of the sales cycle to help you grow your practice and deliver exceptional client outcomes. We’re an extension of your team with a presence nationwide, providing creative plan design, marketing resources, and technical solutions.
Plan Sponsors
We handle the complexities of plan design and administration, allowing you to focus on running your business. Our solutions help you attract and retain top talent, reduce tax liabilities, and navigate administrative and compliance challenges with ease.
Institutional Partners
We provide differentiated solutions that can be scaled, co-branded, or licensed to enhance your offerings and boost your competitive edge. Together we can build a trusted partnership that aligns with your capabilities and strengthens your success.
Ready to partner with us?
Find Your Regional Vice President
Learn more
Request a Proposal
Learn more
Existing Clients
Learn more
*Source: FuturePlan is part of Ascensus, founded in 1980
**Source: FuturePlan data as of 3/31/2026
***YTD as of 3/31/2026