To our valued clients and partners:

Pensys Fiduciary Services is now called FuturePlan Fiduciary Services and is part of FuturePlan by Ascensus. FuturePlan Fiduciary Services covers a broad range of essential fiduciary tasks: providing fee disclosures and annual notices, handling distribution paperwork, and so much more. Our new name and brand represent our innovative role as a national leader formed by quality-focused TPA firms from coast to coast. You’ll continue receiving the high-touch, responsive service you expect from our expert team, plus so much more. We’re part of a network of hundreds of experts on every type of plan and service.

FuturePlan is a fully independent and neutral TPA, empowering advisors and plan sponsors to work with the recordkeepers and investment platforms that best meet their needs, backed by the strength, security, and technology investment of a leading national firm, Ascensus. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry.

Login

Client Portal

Contact Us

316info@futureplan.com
916-918-0316 English
916-918-0310 español
916-749-1240 Fax

Read our letter to clients and advisors here.