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Press Releases
FuturePlan by Ascensus Appoints Two New Regional Vice Presidents to National Sales Team
FuturePlan by Ascensus announced today the recent appointment of two new regional vice president, sales consultants to the FuturePlan sales team.
Press Releases
FuturePlan by Ascensus Expands Sales Leadership with Newly Created Position
FuturePlan by Ascensus has announced the appointment of Graham Foster as Sales Enablement Leader.
Press Releases
Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans
Principal Financial Group®, a leader in pooled retirement plan offerings, announced the successful transition of administrative responsibilities for Principal® EASE, the firm’s largest Pooled Employer Plan (PEP) by client count, to FuturePlan.
Insights and Perspectives
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Press Releases
FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Troy Testa, to the FuturePlan team.
Press Releases
FuturePlan by Ascensus Welcomes New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Michael Butler, to the FuturePlan team.
Insights and Perspectives
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Press Releases
FuturePlan by Ascensus Appoints Two New Sales Regional Vice Presidents, Sales Consultants
FuturePlan by Ascensus has announced the appointment of two members to the national sales team: Brittany Evans and Nick Xinopoulos.
Insights and Perspectives
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Press Releases
FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.