FuturePlan

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.

FuturePlan by Ascensus has announced the appointment of two new Regional Vice Presidents to the National Sales Team: Denise D’Antuono and Lori Zeman.

Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.

With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.

Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives

FuturePlan has announced the appointment of a new Regional Vice President, Nick Kennedy, to the FuturePlan team. 

Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.

Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.

New Product Diminishes Employer Burdens, Adds Fiduciary Protection