futureplan

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.

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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.

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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

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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

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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.

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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.

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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. 

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Compensation Disclosure for Employer-Sponsored Health Plans

CAA Requires Disclosure of Compensation Paid by Employer-Sponsored Health Plans  

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Health and Welfare

Understanding the CARES Act: Contribution Deadline & Defined Benefit Funding Relief

Contribution Deadline and Defined Benefit Funding Relief. Some contribution deadlines have been extended and certain defined benefit (DB) plans are eligible for funding relief.

FuturePlan

COVID-19

AICPA Delays Required Implementation of New Reporting Standards

The American Institute of Certified Public Accountants (AICPA) has issued Statement of Auditing Standards (SAS) Number 141, which provides for a delay in effective dates for several SAS’s, including SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.

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