New Name, Same Exceptional Service: Introducing FuturePlan

To our valued clients and partners:

QBI, LLC Partners is now called FuturePlan by Ascensus. 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 an extensive network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus.

As FuturePlan, we’re a fully independent and neutral TPA, empowering advisors and plan sponsors to work with the recordkeepers and investment platforms that best meet their needs. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry.

Please visit our new website at FuturePlan.com to learn more. We welcome your questions and feedback and look forward to working with you as FuturePlan!

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Woodland Hills, CA
Phone: 818-594-4900
Fax: 818 887-3048
21031 Ventura Boulevard, 12th Floor
Woodland Hills, CA 91364

Huntington Beach, CA
Phone: 949-231-1660
Fax: 949-231-1661
5832 Bolsa Avenue, Suite 100
Huntington Beach, CA 92649

Read our letter to clients, advisors and industry partners here.