Expertise and Tools for a Competitive Edge


The latest updates

Regulatory Updates

SEC Proposal to Modernize Reports and Disclosures

The SEC has announced a proposal to modify and modernize the disclosure framework of mutual funds and exchange-traded funds that is intended to better serve the needs of retail investors.

How Do You Select the Right TPA?

From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.

Use our guide to ask the right questions

COVID-19 Resources and Regulatory Updates

COVID-19 has transformed the way we do business for the foreseeable future. Find out more about FuturePlan’s response, resources for small businesses and the latest regulatory updates.


SECURE Act Video Series

Successor Beneficiary Rules
Disaster Tax Relief
Graduate and Postdoctoral Contributions