Browsing Tag
FuturePlan
5 posts
Principal Partners with FuturePlan to Meet Rising PEP Demands
Adding FuturePlan as the pooled plan provider, 3(16) plan administrator, and TPA for Principal’s largest pooled employer plan went into effect July 1
Corporate Roundup: Andy Sieg Heads to Citi, Ascensus and Voya Partnership
This week’s roundup includes big moves for Citigroup and Merrill Lynch, a new collaboration between FuturePlan by Ascensus and Voya, and more
Corporate Roundup: Pentegra and Ascensus Hires, Morningstar Awards
Nationwide and Fidelity announce their latest collaboration, Pentegra and FuturePlan by Ascensus name new hires, and more
RBC Wealth Management, Transamerica, FuturePlan Team Up to Offer Pooled 401k
New solution for small- and mid-sized businesses provides streamlined way to offer a retirement plan
Major Industry Players Partner on New ESG 401(k) Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support