FuturePlan Expands National Sales Team
Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives
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.
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.
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
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.
FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan
New Product Diminishes Employer Burdens, Adds Fiduciary Protection
FuturePlan by Ascensus Appoints Jeff Cricenti as Sales Divisional Vice President
Experienced Sales Leader Will Oversee Organization's North/West Region
FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales
FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.
RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus to Expand Retirement Plan Access with Innovative New Pooled Plan Solution
FuturePlan is part of an exciting partnership with RBC Wealth Management (RBC) and Transamerica.
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