Insights and Perspectives

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.

Visit us at booth 826 to meet or catch up with Teresa Hassara, our President and Carlo Guerrera, our Head of Institutional Sales, as well as members of our FuturePlan team. We’re looking forward to answering your questions and talking about your practice.

Teresa Hassara
President of FuturePlan by Ascensus

Carlo Guerrera
Head of Institutional Sales

Follow us on LinkedIn throughout the conference for daily updates on what we’re hearing from top advisors on the show floor.

FuturePlan NAPA 401(k) Summit

Regulatory and Legislative

DOL Announces Start of the Lost and Found Information Collection

The Department of Labor has announced the start of a voluntary information collection to establish and maintain the Retirement Savings Lost and Found database.

Insights and Perspectives

Q&A with FuturePlan’s Aaron McIsaac

How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Crow Tribe of Montana

The Federal Emergency Management Agency issued a Major Disaster Declaration on November 14, 2024, for Crow Tribe of Montana severe storm and straight-line winds.