FuturePlan

Press Releases

FuturePlan by Ascensus Adds New Regional Vice President to Sales Team

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

December 19 2023

Insights and Perspectives

Why 1 Million Visitors Love my.FuturePlan

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

September 01 2023

Insights and Perspectives

5 Reasons to Add a Cash Balance Plan Before Year End

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

May 16 2023

Press Releases

FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan

New Product Diminishes Employer Burdens, Adds Fiduciary Protection

March 30 2023

Press Releases

FuturePlan by Ascensus Appoints Jeff Cricenti as Sales Divisional Vice President

Experienced Sales Leader Will Oversee Organization's North/West Region

March 22 2023

Insights and Perspectives

Top 10 Questions Advisors Ask About Cash Balance Plans

With taxes on the rise, high earners are searching for ways to reduce tax liability while accelerating retirement savings.

March 21 2023

Insights and Perspectives

To Simplify the Complex, Technology Matters

Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.

January 24 2023

Press Releases

FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales

FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.

January 19 2023

Insights and Perspectives

Selling Beyond the 401k: Part One of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.

December 07 2022

Insights and Perspectives

Financial Advisors: Don’t Ask For a Referral – Do This Instead

Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

November 02 2022
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