FuturePlan

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

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

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

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

FuturePlan is part of an exciting partnership with RBC Wealth Management (RBC) and Transamerica.

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

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.

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

Dresher, PA—July 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.

Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships

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.