FuturePlan

Press Releases

FuturePlan by Ascensus Appoints Two New Regional Vice Presidents to National Sales Team

FuturePlan by Ascensus announced today the recent appointment of two new regional vice president, sales consultants to the FuturePlan sales team. 

August 13 2025

Press Releases

FuturePlan by Ascensus Expands Sales Leadership with Newly Created Position

FuturePlan by Ascensus has announced the appointment of Graham Foster as Sales Enablement Leader. 

August 06 2025

Press Releases

Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans

Principal Financial Group®, a leader in pooled retirement plan offerings, announced the successful transition of administrative responsibilities for Principal® EASE, the firm’s largest Pooled Employer Plan (PEP) by client count, to FuturePlan. 

July 17 2025

Insights and Perspectives

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.

July 08 2025

Press Releases

FuturePlan by Ascensus Adds New Regional Vice President to Sales Team

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Troy Testa, to the FuturePlan team.

April 07 2025

Press Releases

FuturePlan by Ascensus Welcomes New Regional Vice President to Sales Team

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Michael Butler, to the FuturePlan team.

March 13 2025

Insights and Perspectives

Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation

Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.

December 17 2024

Press Releases

FuturePlan by Ascensus Appoints Two New Sales Regional Vice Presidents, Sales Consultants

FuturePlan by Ascensus has announced the appointment of two members to the national sales team: Brittany Evans and Nick Xinopoulos.

November 25 2024

Insights and Perspectives

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.

November 13 2024

Press Releases

FuturePlan by Ascensus Adds New Regional Vice President to Sales Team

FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.

October 08 2024
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