my.FuturePlan Features and Benefits
Developed for clients and advisors with the help of clients and advisors, my.FuturePlan is an easy-to-use online tool to help make plan administration easier and more secure. Its features include:
- Data security.
Keeping your data secure is one of our top priorities. Our portal leverages advanced encryption protocols, multi-factor authentication (MFA), and role-based permissions to ensure users only see data for which they have been authorized. Redundant servers, ongoing analytic scans, external penetration testing, and more work to ensure we can rapidly mitigate any errors, unexpected vulnerabilities or instability that may arise. - Highly intuitive and efficient.
Our portal was designed with input from clients and advisors from across the country. The portal will help you access resources quickly and easily, while enjoying high-quality, personalized customer service. - Data Collection.
We understand that gathering census data and other information necessary for annual testing and plan administration can be a challenge. We designed our data collection process to guide you each step of the way through a responsive questionnaire that pre-populates data where appropriate, sets questions based on what’s relevant to your plan, and provides helpful tips along the way. Automatic validations help ensure your data is complete and accurate upon submission. - Secure Messages.
Our portal provides one location for you to exchange secure messages, including file attachments, with your FuturePlan Consultant and service team. Messages are automatically routed based on your selections to ensure your requests reach the right people, allowing us to respond to your questions or process incoming information quickly. You can easily copy authorized external parties like your financial advisor to a message thread when needed. - And Much More For Applicable Users...
- Access to plan documents, SPDs, annual reports and other key documents
- Submit new distribution or loan requests, and track them all in real-time to completion
- Easy access to billing or payroll submission portals
- View contact information for everyone associated with your plan(s), including client contacts, advisors, and your FuturePlan consultant
- Use our newsfeed to keep track of the latest industry and regulatory news
You will find the portal at https://my.futureplan.com/
You will receive an email from admin@futureplan.com, which will provide you with a temporary password for your initial registration. You will be prompted to establish a new password when you log in for the first time.
Please note that this temporary password is only valid for 30 days. If you do not use the password within that time, you will need to contact your FuturePlan consultant to request a new temporary password.
You can work with your FuturePlan consultant to authorize access for your financial advisor or other valued partners.
Contact your FuturePlan consultant to add, remove, or change access rights to the portal for an employee or advisor. Promptly removing access to the portal when an employee or advisor is no longer working with the plan is a key way to keep information about your plan, business, and employees secure.
You can review who has portal access by viewing the Plan Contacts page under the Welcome dropdown. Here you will see the roles and rights of each contact. If you need to request any changes, including adding or removing a contact, simply use the buttons available on that screen initiate the change.
The portal log in page has a self-service password reset tool - Forgot Password. You will receive a temporary password at your primary email address and will then be prompted to change your password once you log in. This feature should be used whenever possible.
Usernames and passwords from prior portals will not carry over. Clients will set up their password with their email when they access the portal for the first time.
Clients that did not previously use a portal will also need to set up their password with their email when they access the portal for the first time.
Advanced encryption protocols, multi-factor authentication (MFA), and role-based permissions are used to ensure users only see data for which they have been authorized. The portal has an MFA requirement, which means that during initial registration you will have to first provide your email address and password, then provide a phone number (typically a mobile phone) to receive verification codes. You can select to either receive a text message or phone call to receive a six-digit code. You will then enter this code into the verification screen to log in to the portal.
For security reasons, MFA codes cannot be sent via email, but users accessing the portal from a dedicated computer can use the "Trusted Device" feature to avoid the one-time passcode steps on most subsequent logins.
Regular email is still a valid option for routine email messages that do not need to be sent securely to protect sensitive information. Use secure messages within the portal to send sensitive information, such as personally identifiable information or account numbers, or to securely transfer files to FuturePlan.
Anytime you receive a secure message in the portal, you will be notified via an email from portaladmin@futureplan.com. The notification email will include the name of the plan and the message category.
FuturePlan will generally retire an old portal within a few weeks of conversion for clients converting from a legacy portal.
If there is information that you need from the old portal that did not transfer to the new portal, please contact your FuturePlan consultant for assistance. This is not applicable for clients who did not previously use a portal.
For clients converting from an older portal, access is generally granted only to individuals who have access to the older portal at the time of conversion. You can work with your FuturePlan consultant to authorize access for your financial advisor or other valued partners as you desire. For clients that did not previously use a portal, invitations are initially sent only to primary contacts.
Your FuturePlan consultant can answer questions on how features of the site work.
If you have 4 or more consecutive failed login attempts, your portal account will be locked. If your account is locked, you will receive a pop up telling you that your account is locked due to too many failed login attempts. You can use the self-service tool on the portal to unlock your account by doing a password reset.
If you can log in to the portal and want to change your MFA number for future logins, you can do so via the user profile. If you need to change your MFA number and cannot log in to the portal, please reach out to your FuturePlan Consultant.
Clients that have used the FuturePlan billing portal in the past can now take advantage of single sign-on from my.FuturePlan. If you have linked accounts in the billing portal, single sign-on will be available from your primary registered plan. Once you log in to my.FuturePlan, go to the billing portal link at the top of the page. A pop up will notify you that you will now receive electronic statements. Click “Continue”. A second pop up will appear to accept the Terms and Conditions. Click “Accept”. A new tab will then open in your web browser and you will be logged in to the billing portal. When you use single sign-on, your billing portal registration will be reset. Please review your plan’s billing contact information and notification preferences after your first login, especially if you want any email address other than your own to be copied on notifications. You may access your profile via the menu at the top right of the page. Please note that going forward, you will access statements and payments through my.FuturePlan. Switching to single sign-on will not impact your existing payment methods, auto-pay setup or any scheduled payments.
You can give feedback in a variety of ways on portal. On every page there is a general feedback panel on the right-hand side. Simply click the panel, select a sentiment, and give your comments. Other areas you may be prompted to give optional feedback on are after completing a year end data collection task or on new feature roll outs. Feedback is always optional.
You can use my.FuturePlan to submit new distribution requests and check the status of any recent distributions submitted to the portal.
These features can be found on the Loans & Distribution tab. By submitting and tracking requests here, you can be sure you’re seeing real-time status information, routing requests directly to the appropriate teams, and doing it all within the secure environment of my.FuturePlan. More information is available here.