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.

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

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

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

FuturePlan by Ascensus has announced the appointment of two new Regional Vice Presidents to the National Sales Team: Denise D’Antuono and Lori Zeman.

Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives

FuturePlan has announced the appointment of a new Regional Vice President, Nick Kennedy, to the FuturePlan team. 

New Product Diminishes Employer Burdens, Adds Fiduciary Protection

Experienced Sales Leader Will Oversee Organization's North/West Region

FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.

FuturePlan is part of an exciting partnership with RBC Wealth Management (RBC) and Transamerica.

Vestwell names FuturePlan as one of its preferred TPA partners, as part of their new Vestwell Flex solution.

FuturePlan by Ascensus announced a major expansion of the firm’s national footprint with four new sales territories and ten strategic new hires across the country.

Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022

Dresher, PA—July 14, 2022—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare— announced today that Kasey Price will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.

Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships

Experienced Sales Leader Will Continue to Oversee Organization’s Northwest/Central Region

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—announces that Aaron McIsaac will assume divisional vice president (DVP) responsibilities for the organization’s Southern California region as a result of DVP Greg Taylor’s planned retirement. The change is effective June 30, 2021.

Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support

FuturePlan by Ascensus is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization.