Enhancements coming to your plan
Many of the FuturePlan Daily features and services you and your participants value today will continue to be part of your experience going forward. In November, your retirement plan will be migrated to the Ascensus recordkeeping platform where you'll see how our unique approach—using the best of the best from each of our organizations—will deliver ongoing benefits including:
- Streamlined plan administration
Increase administrative efficiency with even more seamless, automated, and guided services. - Intuitive digital experiences
Complete tasks quickly with enhanced dashboards that make it easy to know what to do and how to do it. - New ways for participants to save
Encourage better saving practices with innovative solutions like the READYSAVETM retirement plan mobile app and an award-winning financial wellness program.
Visit your Resources page for more details.
Your plan, your way
You have the freedom to choose the services and investments that work for your plan.
Tailored services
You'll gain access to many services designed to meet the objectives of your unique business.
Investment open architecture
Your plan’s fund lineup is up to you and your financial advisor. As an independent organization, we offer an open architecture platform for selecting investments.
Personalized saving solutions
You'll continue to have access to personalized investing options and financial wellness capabilities to help your participants meet their savings goals.
Helping millions save for a better future
Everyone deserves to feel financially secure. Ascensus is here to help more people get there. For more than 40 years, we've served organizations like yours to help participants prepare for a more secure retirement.
As a stronger, unified organization, we're now better positioned than ever to advance this mission.
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2024. December 2024.
2PLANSPONSOR. 2025 Defined Contribution (DC) Survey. February 2025.
3As of March 31, 2025.