Tribal Plans and Trusts

Overview

Tribal Plans and Trusts

Native American Tribal Retirement Plans and Trusts are unique and specialized. Providing seamless administration that is both timely and accurate requires an understanding of applicable regulations and tax codes while maintaining Tribal Sovereign Rights within each plan.

Our expertise and independence — we do not sell investments — ensures the Tribe receives objective and unbiased information focused solely on the plan objectives. We employ teams who regularly attend the annual Native American Finance Officers Association (NAFOA) conference and the National Native American Human Resources Association (NNAHRA) conference.

Why Choose FuturePlan for Tribal Plan Design and Administration?

FuturePlan enables successful Tribal Retirement Plans in the following ways:

Expertise

FuturePlan delivers customized plan designs and consulting solutions by experts who understand the unique administration and compliance needs of tribal governmental, commercial entity, and member benefit plans.

Independent and Conflict-Free

We never sell investments and partner seamlessly, so Tribes receive unbiased information based solely on the plan objectives.

Building Client Loyalty

Since 2004, we’ve assisted Tribal Governments with efficient plan administration, worry-free reporting, seamless compliance, and award-winning customer service.

Understand and Acknowledge Tribal Sovereignty

Your dedicated in-house team keeps your plan in compliance with all applicable regulations and tax codes while acknowledging tribal sovereign rights.

Ideal Candidates

Tribal plans are exclusive to:

  • Native American tribal governments
  • Commercial entities
  • Member benefits plans

Plan Expertise

We understand Tribal Governments and their Commercial Entities are seeking solutions to attract and retain top-level employees and provide lasting future stability for their members, all while keeping pace with comparable plans in the industry. Our value-added services assist your efforts in protecting the provided plan benefits. Our extensive experience ensures you will always have a clear understanding of your plan’s provisions and liabilities. We offer:

  • ERISA Commercial & Non-ERISA Tribal Governmental 401(k) Plans
  • ERISA & Non-ERISA Defined Benefit Pension Plans
  • Profit Sharing Plans
  • Minor’s, Settlement, and Adult-Per Capita Trusts
  • Deferred Compensation Plans
  • Actuarial Services
  • Training and Employee Communication