- Service Name
FuturePlan
- Industry
Financial Services, Retirement Planning, Third-Party Administration, Retirement Plan Management
- Main Value Proposition
FuturePlan provides innovative and flexible retirement plan solutions that help advisors and plan sponsors navigate design and administration challenges effectively.
- Description
FuturePlan is a leading third-party administrator (TPA) specializing in retirement plan design, administration, and compliance services. They offer a comprehensive range of solutions tailored for advisors and plan sponsors to enhance their retirement offerings.
- Key Features
3(16) Fiduciary Services; Customized Plan Design; All-inclusive Plan Administration; Actuarial Services
- Use Cases
Helping plan sponsors design competitive retirement plans to attract and retain talent.; Assisting advisors in enhancing their service offerings and driving sales cycles.; Providing specialized solutions for industries like construction through Prevailing Wage Plans.
- Competitive advantages
Presence in all 50 states, allowing for localized support and expertise.; Comprehensive service offerings that cover all aspects of retirement plan management.; Strong partnerships with advisors and institutional partners to enhance service delivery.
- Strengths
FuturePlan's main strengths include its extensive experience in retirement plan services, a wide range of customizable solutions, and a commitment to reducing the fiduciary burden for plan sponsors.
- Positioning
FuturePlan positions itself as a trusted partner in retirement plan administration, focusing on delivering exceptional client outcomes through innovative solutions.
- Audience
The primary target users are retirement plan advisors, plan sponsors, and institutional partners who seek comprehensive retirement plan solutions.
- CTA
Request a proposal
- Tags
Retirement Plans
TPA Services
Plan Administration
Compliance Services
- Tagline
Our Expertise is Your Competitive Advantage
- Tone of Voice
Professional, Supportive, Innovative
- Differentiation
FuturePlan stands out in the market by combining high-touch local service with the technological capabilities of a national organization, ensuring personalized support and advanced solutions.
- Brand Positioning
FuturePlan's brand identity emphasizes quality, integrity, and a commitment to making a difference in the lives of millions through effective retirement planning.
- Founded
2008-01-01