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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.
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.
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.
Press Releases
FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan
New Product Diminishes Employer Burdens, Adds Fiduciary Protection
Press Releases
FuturePlan by Ascensus Appoints Jeff Cricenti as Sales Divisional Vice President
Experienced Sales Leader Will Oversee Organization's North/West Region
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.
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.
Press Releases
FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales
FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.
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.
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