It pays to work with the best.

And when the best put you first, it pays for itself.

Meet FuturePlan, a nationwide network of industry leaders providing all-inclusive retirement plan design, administration and consulting services tailored to your unique business needs.

Setting the Standard

When number crunching puts people first

At FuturePlan, we know we only succeed when you do. That’s why each of our clients get a dedicated consultant who is their point of contact at every step of the way. We also offer unlimited complimentary training on software and systems so you can feel confident in the process. When you have questions, we guarantee we'll respond within 1 business day.

Leading the industry into the future

Every member of the FuturePlan leadership team brings decades of expertise to serve you and your clients, backed by the strength of Ascensus and its 40 year record of excellence. FuturePlan is already the leading national provider of defined contribution, defined benefit, and cash balance plans. Our plan professionals consistently earn top satisfaction rankings for compliance and actuarial services as well as customer service. And that’s just the beginning. Together, we are helping create a bigger and brighter future for nearly a million Americans.

Our Team of Visionaries

We’ve assembled the best in the industry, with sterling reputations and decades of experience, to lead FuturePlan’s growth as a new national TPA.

Jerry Bramlett Head of Futureplan

Jerry has been bringing truly transformative change to the retirement industry since 1983 when he founded The 401(k) Company, rapidly growing an innovative boutique TPA into a leading full-service platform with billion dollar clients. His unique vision and intrepid growth strategies are now shaping FuturePlan.

Kasey Price, QPA, QKA Head of Institutional Sales

As a founding partner and CEO of Georgia-based RSI, Kasey built a highly successful TPA firm known for strong strategic partnerships with advisors and recordkeepers. Her relationship-building skills made her a natural fit for a key leadership role at FuturePlan focused on institutional partnerships.

Richard Tatum Divisional Vice President

Richard brings to FuturePlan a stellar record of service as CEO of Nashville-based Avintus, a regional powerhouse TPA with a brand built around a ‘Client Bill of Rights.’ His depth of expertise includes advanced plan design, 3(16) fiduciary services, and leveraging fintech for better outcomes.

Eric Sharp, CRPS®, QPFC, AIF®Divisional Vice President

Eric’s three decades of retirement industry leadership include winning top sales awards at Oppenheimer Funds and then rising to become a principal at both Pensys and Pensys Fiduciary Services. Before joining the FuturePlan team, he helped drive dramatic growth in the emerging 3(16) services market.

Dan Kravitz National Practice Leader for Cash Balance Plans

Dedicated to expanding FuturePlan’s Cash Balance practice, Dan draws on his own two decades of innovation as president of Kravitz. He grew the firm into the nation’s Cash Balance leader, wrote a bestselling book on the topic, and helped thousands of business owners successfully implement tax-efficient plans.

Jim Houpt Divisional Vice President

After decades of leadership at NRS, one of the nation’s largest independent TPAs, Jim brought his unique blend of operational expertise and exceptional client focus to drive growth at FuturePlan. He is a frequently invited retirement industry speaker with particular expertise in financial services.

Steve Durocher Vice President, Business Strategy

A seasoned retirement industry strategist and a CPA by training, Steve built a 20-year record of success at Prudential and Cigna Retirement before bringing his visionary leadership to FuturePlan. He now heads our fast-growing national sales consulting team, setting a bold strategic direction.

Backed by the Strength of Ascensus

You and your clients gain even greater peace of mind knowing that FuturePlan is part of Ascensus, a leading national firm trusted by 8 million Americans to help them save for what matters most—retirement, education, and healthcare. Founded in 1980, Ascensus has won countless service awards, rave reviews from clients, and the trust of thousands of financial advisors and industry partners.