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- FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.
- Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.
- The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams.
- Responsible for the overall client engagement start to finish.
- The ability to communicate with Advisors, CPA's, and Attorney's as it pertains to the plan is a must.
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