Defined Benefit
Your clients count on you to deliver smart, strategic solutions, and defined benefit plans are one of the most powerful tools in your arsenal. FuturePlan by Ascensus, a leading provider of defined benefit plans, offers defined benefit and cash balance (CB) plans that help business owners dramatically boost retirement savings while unlocking major tax advantages.
With high contribution limits and flexible plan design, these plans are ideal for clients looking to reduce tax burdens, accelerate wealth building, and stay competitive in attracting top talent.
Why FuturePlan?
Benefit from high-touch personalized service from local TPAs backed by the strength and security of a large national firm.
Unparalleled expertise
FuturePlan wrote the book on defined benefit plans. Its widely read publication, Beyond the 401(k), and proprietary research keep plan sponsors and financial advisors informed on key trends and opportunities.
Industry-leading consulting
Access expert guidance on re-risking strategies, frozen or terminating plans, and plan design. A team of 75+ enrolled actuaries and 470 credentialed professionals specialize in defined benefit plan legislation and administration.
Nationwide scale
Financial advisors in every state can partner with 60+ sales consultants who bring deep knowledge of defined benefit and cash balance plans to help drive successful outcomes.