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About Legacy Firms
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We come with a history of visionary thinking

FuturePlan has forged entrepreneurial spirit, ingenuity, and the high-touch personal service of local TPAs with the strength and security of Ascensus, an industry leader.

Our wide variety of experts represent every region and every type of plan specialty, along with decades of long-term relationships with plan sponsors and financial advisors.

We’ve come together in pursuit of one vision – delivering unmatched levels of service, innovation and expertise to you and your clients.

Goldleaf Partners Employer Services logo
Intac Actuarial Services logo
Kravitz logo
Beneco logo
QBI logo
Nyhart logo
Swerdlin & Company logo
National Retirement Services (NRS) logo
Dedicated DB Defined Benefit Services logo
Baden Retirement Plan Services logo
ExpertPlan Retirement Plan Services logo
Matthews Benefit Group logo
401k Plus logo
Asperia Retirement Plan Solutions logo
Avintus logo
BMI logo
BPC logo
Continental Benefits Group logo
Means & Associates logo
Moran Knobel logo
Pension Strategies logo
Pension Works logo
PenSys logo
Polycomp logo
Qualified Plans LLC logo
Retirement Strategies Incorporated logo
RPAS logo
United Retirement Plan Consultants logo

Our Extended Family

Partnership

We don’t sell investments and we partner seamlessly with all recordkeepers. We empower advisors to choose whichever recordkeeper and investment solution best serves their client’s needs.

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