futureplan

Vestwell Names FuturePlan As One of Its Preferred TPA Partners

Vestwell names FuturePlan as one of its preferred TPA partners, as part of their new Vestwell Flex solution.

FuturePlan

Partnerships

FuturePlan Marks Major 2022 Growth with Four Expanded Sales Territories and Ten Strategic New Hires

FuturePlan by Ascensus announced a major expansion of the firm’s national footprint with four new sales territories and ten strategic new hires across the country.

FuturePlan

Corporate Growth

Ascensus Announces FuturePlan Leadership Change

Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022

Dresher, PAJuly 14, 2022—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare— announced today that Kasey Price will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.

FuturePlan

Corporate Culture

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.

FuturePlan

FuturePlan

NAPA 401(k) Summit

Nyhart: Benefits Your Way

In 2019, Nyhart joined FuturePlan by Ascensus—an opportunity to merge the unique expertise of an actuarial powerhouse with the robust services FuturePlan already offers.

FuturePlan

Pension

Healthcare

Cash Balance

OPEB

GASB

IBNR Calculation

IBNR

FuturePlan by Ascensus Appoints Carlo Guerrera Head of Institutional Sales

Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships

FuturePlan

Corporate Culture

FuturePlan by Ascensus Expands Sales Team

Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support

FuturePlan

Corporate Culture

FuturePlan by Ascensus Appoints Aaron McIsaac as Divisional Vice President for Southern California

Experienced Sales Leader Will Continue to Oversee Organization’s Northwest/Central Region

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—announces that Aaron McIsaac will assume divisional vice president (DVP) responsibilities for the organization’s Southern California region as a result of DVP Greg Taylor’s planned retirement. The change is effective June 30, 2021.

FuturePlan

Corporate Culture

FuturePlan by Ascensus Appoints Mark Wiggins as Divisional Vice President for the Southeast and Southwest Regions

FuturePlan by Ascensus is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization.

FuturePlan

Press Release

Teresa Hassara Named President of FuturePlan by Ascensus

Ascensus is pleased to announce that Teresa Hassara will join the company as president of its FuturePlan by Ascensus line of business effective April 12, 2021. 

FuturePlan

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