FUTUREPLAN

futureplan-logo

FuturePlan is a retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan by Ascensusโ€™ dedicated team serves more than 38,000 retirement plan sponsors in over 40 locations across the country.

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FUTUREPLAN

Social Links:

Industry:
Consulting Retirement

Address:
Dresher, Pennsylvania, United States

Country:
United States

Website Url:
http://www.futureplan.com

Total Employee:
11+

Status:
Active

Technology used in webpage:
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Current Employees Featured

george-morrison_image

George Morrison
George Morrison Regional Service Director @ FuturePlan
Regional Service Director
2020-10-01

Acquisitions List

Date Company Article Price
2019-05-21 Pension Strategies Pension Strategies acquired by FuturePlan N/A

Official Site Inspections

http://www.futureplan.com Semrush global rank: 1.24 M Semrush visits lastest month: 24.32 K

  • Host name: 172.66.0.125
  • IP address: 172.66.0.125
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "FuturePlan"

About FuturePlan

At FuturePlan, our independence and flexibility are key to providing our clients with unparalleled service. We are proud to partner with more than 30 different recordkeepers and with dozens of financial advisory groups across the โ€ฆSee details»

Leadership - FuturePlan by Ascensus

President of FuturePlan by Ascensus Kasey is responsible for the strategic direction of FuturePlan by Ascensus and was previously head of sales from 2017-2022. Prior to joining FuturePlan in 2017, Kasey was founding partner and โ€ฆSee details»

FuturePlan

FuturePlan offers retirement plan administration services and a portal for clients and advisors to access plan documents, data, messages, and more.See details»

[Login]

Note: Both entries are case sensitive. If you fail to login three consecutive times your account could be disabled. For participant inquiries including password resets please call us at 866 โ€ฆSee details»

FuturePlan - Crunchbase Company Profile & Funding

Sub-Organization of . Ascensus . ... FuturePlan is a retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, โ€ฆSee details»

Our Expertise is Your Competitive Advantage - FuturePlan by โ€ฆ

Wherever you want to be, get there with FuturePlan. Expertise that makes the complex simple Innovative, flexible, and scalable solutions that optimize outcomes Service excellence backed โ€ฆSee details»

FuturePlan Company Profile - Office Locations, Competitors ... - Craft

FuturePlan by Ascensus (formerly known as ASPERIA) is a retirement, employee benefits, and actuarial consulting firm. It provides retirement plan design, strategic consulting, Internal โ€ฆSee details»

Login - FuturePlan by Ascensus

Beneco Part of FuturePlan by Ascensus (Prevailing Wage and Daily Recordkeeping Plans) Participant, Plan sponsor or advisor. Log in . Legacy Kravitz Cash Balance Plans. Log in . โ€ฆSee details»

Ascensus TPA Solutions, the Nation's Largest TPA, โ€ฆ

Apr 8, 2019 A business division of Ascensus, FuturePlan by Ascensus' dedicated team serves more than 34,000 retirement plan sponsors in 42 locations across the country. For more information, visit futureplan.com.See details»

Ascensus Announces FuturePlan Leadership Change

Jul 14, 2022 Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022. Dresher, PAโ€”July 13, 2022โ€”Ascensusโ€”whose technology and expertise helps millions of people โ€ฆSee details»

FuturePlan Company Profile | Management and Employees List

FuturePlan by Ascensus is the nation's largest retirement third-party administrator, combining high-touch local service with the strength and security of an industry leader. A line of business within Ascensus, FuturePlan's dedicated team serves more than 55,000 retirement plan sponsors in more than 54 locations across the country as of March 31, 2020.See details»

Ascensus - We help more people save through partnerships with โ€ฆ

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.See details»

Cash Balance Plan Case Study - assets.futureplan.com

Cash balance plans, FuturePlan brings deep expertise and options to the design table. We are among the countryโ€™s leading administrators of cash balance plans. Backed by the strength and โ€ฆSee details»

FuturePlan - Leadership Team - The Org

The Leadership Team at FuturePlan is responsible for setting the strategic direction and vision of the company, ensuring alignment across departments to enhance service delivery and client โ€ฆSee details»

Org Chart FuturePlan - The Official Board

The organizational chart of FuturePlan displays its 21 main executives including Kasey Price, Matt Brown and Richard Collins. Toggle navigation The Official Board. Search. Search. Search by โ€ฆSee details»

homepage - futureplanfinancial

FuturePlan Financial is a 501c3 organization that provides fee-based financial planning advice at a reduced cost for families at or below the median. ... FuturePlan Financial will guide you for โ€ฆSee details»

Pension Strategies - FuturePlan by Ascensus

We welcome your questions and feedback and look forward to working with you as FuturePlan! Login. Client Portal. Form 5500 data collection; Administration; Secure file upload; Resources. โ€ฆSee details»

Control the chaos: a smarter approach to planning your work

Apr 23, 2025 Our product teams use Jira and Confluence to write and document project briefs, track work progress in real-time, and maximize visibility across the organization. When โ€ฆSee details»

Introduction to FuturePlan Billing - FuturePlan by Ascensus

Statement notifications will come from FuturePlan Billing ([email protected]. com). Please be sure to check your spam folder. To ensure the successful delivery of these โ€ฆSee details»

FuturePlan - Overview, News & Similar companies | ZoomInfo.com

Aug 10, 2024 Who is FuturePlan. FuturePlan by Ascensus is the nation's largest retirement third-party administrator, combining high-touch local service with the strength and secur ity of โ€ฆSee details»

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