Description
FuturePlan is the leading TPA partner for advisors and recordkeepers across America, dedicated to enhancing outcomes for savers nationwide. We simplify the complexities of plan administration, consulting, and compliance, easing the burden for everyone involved. Our commitment to personalized service is backed by the security and strength of a national leader. With a skilled team of experts, we currently support over 53,000 plan sponsors and serve 1.9 million participants with $98 billion in assets under administration. As an independent firm focused solely on client needs, we do not sell investments and collaborate with more than 30 recordkeepers and thousands of advisors nationwide. FuturePlan specializes in various services including retirement plan design and administration, actuarial consulting, compliance, 401(k) plans, and more, ensuring tailored solutions for every client. Visit FuturePlan.com to learn more about partnering with us.
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