Press Releases

New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market

Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach. 

Driving New England growth through independent, advisor-focused retirement solutions. 

Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii. 

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

Small businesses—now accounting for 56% of cash balance plans—and companies in California and New York lead the charge. 

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

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

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. 

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