FuturePlan by Ascensus is a leading national firm that specializes in plan design, administration, and compliance services for retirement plans. With a network of expert professionals and partnerships with over 30 recordkeepers, FuturePlan empowers advisors and plan sponsors to choose the best solutions for their specific needs. As a fully independent and neutral third-party administrator, FuturePlan provides high-touch, responsive service backed by the strength, security, and technology investment of Ascensus, ensuring exceptional support and innovative solutions for their valued clients.
With a commitment to quality, integrity, and putting people first, FuturePlan by Ascensus is dedicated to helping clients navigate the complexities of retirement planning. Their comprehensive services include data collection, administration, secure file upload, and resources for contribution limits and EFAST2 registration. As a trusted partner in the retirement industry, FuturePlan is focused on delivering exceptional service and empowering clients to achieve their retirement goals.
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