Why 1 Million Visitors Love my.FuturePlan
There’s a reason “my” is in the title—because my.FuturePlan is a portal built exclusively for you. Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.
Technology that’s second to none.
As a Category of One partner to clients and advisors across the country, we provide some of the most advanced technology tools in the industry—and my.FuturePlan is no exception. Keep reading to learn how your portal gives you access to features and benefits you won’t find anywhere else.
- State-of-the-art security
Your data is sensitive and needs to be protected at all times–and that is one of our highest priorities at FuturePlan, and we accomplish that through measures that go above and beyond the industry standard.
- Multi-factor authentication – No one gets into your account but you.
- Sophisticated firewalls and encryption – Your data is safeguarded through multiple levels.
- Continuous, 24/7 monitoring – We get ahead of anything that might pose a risk.
- Secure messaging portal – You can avoid communicating confidential information via email.
- Streamlined, user-friendly platform
You have a business to run, and administering plans shouldn’t get in the way. That’s why each my.FuturePlan feature was designed for efficiency—to help you gain insights quickly and complete tasks with ease.
- Your dashboard shows you your most important information first—all your plans, any unread messages, and up-to-date news.
- Your summary page features quicklinks to key tasks and timely reminders, so you can find everything you need in one place. You’ll also find your onboarding status tracker for your new plans, which shows you exactly what’s happening and when.
- Your single login rules them all—you can access your billing portal and payroll processing with a click.
- Your FuturePlan consultant contact information is visible on every page, making it easy to reach out via phone or secure message. Service is our priority, and we encourage you to let us help.
- Feedback-based evolution
Your business doesn’t stay stationary, so neither should your portal. There are multiple places to leave feedback, and we use this feedback to continuously improve your portal experience to meet your administrative needs.
2x per week: How often we review feedback reports
And my.FuturePlan users are excited by the progress they’ve seen:
“SOOO much better than the way it used to be!”
“Love the ease of use!”
“This was 100% better than last year!”
One of the largest TPA sites there is…and growing.
We launched my.FuturePlan three years ago with 6,000 plans. Today, my.FuturePlan is used by more than 25,000 plans with 45,000 active users, and has just surpassed one million total logins.
Join your growing number of colleagues on my.FuturePlan and experience the benefits for yourself.
Dive deeper and watch our recent my.FuturePlan webinar, or call us at 866-929-2525 to learn more.
