FuturePlan by Ascensus today announced the launch of the PATH Pooled Employer Plan in collaboration with Voya Financial.
Designed to support employers across multiple market segments, and the advisors who serve them, the companies said in a press release that PATH PEP delivers an institutional quality pooled plan solution emphasizing scale, choice, and strong fiduciary oversight. As demand grows for simplified plan structures without sacrificing investment flexibility or fiduciary rigor, the release said PATH PEP addresses a gap in the current pooled plan landscape.
PATH PEP brings together a coordinated group of experienced retirement industry providers. Voya serves as recordkeeper and trustee, Mesirow will provide 3(38) investment fiduciary services, and FuturePlan acts as pooled plan provider (PPP), TPA, and 3(16) administrative fiduciary.
“PATH PEP extends the advantages of pooled plans to larger, more complex organizations by pairing institutional-grade infrastructure with the flexibility advisors value.”
FuturePlan President Kasey Price
“This launch reflects where the retirement market is headed—and where FuturePlan continues to lead with innovation,” said Kasey Price, President of FuturePlan. “PATH PEP extends the advantages of pooled plans to larger, more complex organizations by pairing institutional-grade infrastructure with the flexibility advisors value. In partnership with Voya, we’re delivering a scalable solution that strengthens governance while preserving choice.”
The collaboration reflects a shared focus on delivering flexible, scalable retirement solutions that meet the evolving needs of employers and advisors. PATH PEP supports an open-architecture approach with greater advisor discretion.
“We’re pleased to collaborate with FuturePlan on a solution that helps employers and advisors navigate complexity while maintaining flexibility and strong fiduciary practices,” said Christina Buettel, VP, Specialty Sales and Sales Strategy at Voya Financial. “This relationship reflects our continued focus on supporting partners with scalable retirement solutions.”
Developed through close collaboration, PATH PEP simplifies plan management, strengthens fiduciary oversight, and delivers a compliant retirement solution designed to scale with employer needs.
For FuturePlan, this launch underscores its continued commitment to innovation in the pooled plan space and expanding access to high-quality, scalable retirement solutions across the market.
Backed by Ascensus, FuturePlan brings more than 45 years of experience in retirement plan service and administration. The company supports more than 33,800 plan sponsors, represents more than $101 billion in assets under administration, and is powered by more than 1,500 team members, including one of the industry’s largest in-house ERISA teams.
Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, as well as fiduciary and total rewards services. The company supports over 16 million savers, oversees $913+ billion dollars in assets under administration, and employs more than 5,000 associates as of March 31, 2026.
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