FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus, a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, has announced the appointment of a new Regional Vice President, Sales Consultant, Lucas Berg, to the FuturePlan team.
Berg will report directly to Mark Wiggins, Divisional Vice President, and will cover Northwest Texas, Oklahoma, and Northwest Arkansas.
“We’re so glad Lucas has joined the FuturePlan sales team,” said Aaron McIsaac, head of Sales for FuturePlan. “Throughout his career, Lucas has been supporting both advisors and plan sponsors with defined contribution and defined benefit plan design and compliance needs, as well as helping clients navigate and understand new retirement plan legislation. He looks forward to continuing his focus on assisting the financial advisor community in growing, retaining, and efficiently scaling their retirement plan businesses here at FuturePlan.”
Previously, Berg served as Regional Vice President - Retirement Plan Sales at The Standard for two years. Prior to that, he was Regional Retirement Sales Representative at Paychex for more than five years.
Berg is a Certified Plan Fiduciary Advisor (CPFA) and has both a Series 6 and Series 63 Securities License through FINRA.
About FuturePlan by Ascensus
FuturePlan is a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers. Its highly responsive, personalized service is backed by the strength and security of a national leader in Ascensus. As of June 30, 2024, FuturePlan's experienced team of experts supports more than 41,000 retirement plans with more than 1.7 million participants and more than $134 billion in assets under administration. For more information, visit futureplan.com.
FuturePlan’s leadership team brings decades of expertise to serve clients and partners. Ascensus began building FuturePlan in 2010, uniting more than 30 exceptional retirement TPA firms from across the nation to transform the industry. The depth of experience, diverse strengths, and specialized expertise of our legacy TPA firms make FuturePlan an industry leader.
About Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that help more than 14 million people save for a better future.
The company is a premier savings program service provider, third-party administrator, and government savings facilitator. Its platforms, industry knowledge, and data-based insights enhance the growth and success of its partners, their clients, and savers through co-branded, private-labeled, and governmental partnerships.
Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, and fiduciary and total rewards services.
The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. Ascensus has more than $818 billion in assets under administration and employs more than 5,700 associates as of June 30, 2024.
For more information, visit ascensus.com and newportgroup.com.
