401(k) Technology and Integration Pays Off
Jerry Bramlett with FuturePlan by Ascensus makes a big announcement about the firm.
The video features an interview with Jerry Bramlett from FuturePlan by Ascensus, conducted by 401(K) Specialist at the NAPA 401(k) Summit in Las Vegas. The main focus of the discussion is on a significant branding change announced by Ascensus. The company has rebranded its TPA (Third Party Administration) solutions under the new name “FuturePlan by Ascensus.”
The rebranding aims to clarify to advisors and recordkeepers that FuturePlan focuses exclusively on TPA services, distinct from Ascensus’s record-keeping business. Jerry Bramlett emphasizes that FuturePlan collaborates with 30 different recordkeepers, maintaining a neutral position, similar to “Switzerland.”
The conversation also touches on the technological advancements being integrated into FuturePlan, including an advanced workflow system and dashboard-driven interfaces that enhance transparency and efficiency across their 23 firms. They are also developing API interfaces with payroll systems to further streamline operations.
Bramlett notes that these changes are driven by feedback from advisors and recordkeepers, who have emphasized the importance of consistency in cybersecurity, business continuity, and disaster recovery. FuturePlan’s goal is to offer a seamless experience where clients feel like they are working with one unified firm, despite the company’s ongoing expansion.
The interview concludes with Bramlett expressing the company’s commitment to continuing to acquire firms and integrate them into this cohesive system.
