Overview
Plan Takeover and Redesign
The experts at FuturePlan have helped manage the takeover of thousands of qualified retirement plans throughout the past decade. Our strategic approach combines a consultative partnership with plan sponsors and advisors to optimize tax efficiency and meet business goals, while improving participant outcomes.
Mergers and acquisitions, executive changes, business pivots or simply dissatisfaction with the current service providers can all be excellent opportunities for plan takeover and redesign by FuturePlan. We start with a thorough evaluation of the plan document and structure, review all plan features such as vesting and auto-enrollment and we look for opportunities for combination plans and other changes to create optimal results for both the sponsor and participants.
Since we are an independent and neutral TPA partnering with more than 30 different recordkeepers, we can often deliver both cost savings and service improvements, working seamlessly with the recordkeeper and plan advisors to build value for years to come.
Every member of the FuturePlan leadership team brings decades of expertise to each plan takeover or redesign, backed by the strength of Ascensus and its 40-year record of excellence, and one of the largest ERISA teams in the country.
