FuturePlan

Insurance · Tennessee, United States · 1K - 5K Employees

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Overview

Headquarters

113 Seaboard Ln Ste 150B, Franklin, Tenn...

Revenue

$773.3 Million

Industry

Insurance Finance Securities Trading

About FuturePlan

FuturePlan, part of Ascensus, specializes in retirement plan design, administration, and compliance services tailored for financial advisors, plan sponsors, and institutional partners. With over 45 years of experience, they offer a range of solutions including defined contribution plans, cash balance plans, and fiduciary services. Their mission is to simplify the complexities of retirement planning, enabling clients to focus on their core business while enhancing employee benefits. FuturePlan is committed to delivering exceptional client outcomes through innovative strategies and dedicated support.Explore more
FuturePlan's Social MediaSIC Code 63,637NAICS Code 52,524Show more

FuturePlan Org Chart

PhoneEmail
JH
United States flag for contact location.

Consultantn615 423 6598 President, Sales

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FuturePlan

$773.3M
1K - 5K
Private
-
2015
JH
Jay HollisConsultantn615 423 6598 President, Sales
$1.1B
1K - 5K
Private
-
2008
JS
Jon StewartPresident & CEO
$436.3M
1K - 5K
Private
<$5M
1985
WG
William GlasgowManaging Director
$422.4M
1K - 5K
Public
-
1902
$386.7M
501-1,000
Private
-
2002
JM
John MartindaleManaging Director
$147M
501-1,000
Private
$30M
1987
MM
Mark MillerChief Financial Officer & Operating Oficer Chief
$89.9M
201-500
Private
-
1973
Illustration of an envelope

FuturePlan Tech Stack

A closer look at the technologies used by FuturePlan

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Frequently Asked Questions Regarding FuturePlan

What is FuturePlan's official website?
FuturePlan's official website is www.futureplan.com
What is FuturePlan's Revenue?
FuturePlan's revenue is $773.3 Million
What is FuturePlan's SIC code?
FuturePlan's SIC: 63,637
What is FuturePlan's NAICS code?
FuturePlan's NAICS: 52,524
How many employees does FuturePlan have?
FuturePlan has 1K - 5K employees
What industry does FuturePlan belong to?
FuturePlan is in the industry of: Insurance, Finance, Securities Trading
What is FuturePlan competition?
FuturePlan top competitors include: Newport, Washington Trust Bank, Beacon Pointe, BPAS
What companies has FuturePlan acquired?
FuturePlan has acquired the companies: Baden Retirement Plan Services, National Retirement Services, Chard Snyder, Retirement Plan Administrative Service
What technology does FuturePlan use?
Some of the popular technologies that FuturePlan uses are: Freshservice, SAP Sybase RAP, DocuSign, Cloudflare Website Optimization
What does FuturePlan do?

FuturePlan, part of Ascensus, specializes in retirement plan design, administration, and compliance services tailored for financial advisors, plan sponsors, and institutional partners. With over 45 years of experience, they offer a range of solutions including defined contribution plans, cash balance plans, and fiduciary services. Their mission is... to simplify the complexities of retirement planning, enabling clients to focus on their core business while enhancing employee benefits. FuturePlan is committed to delivering exceptional client outcomes through innovative strategies and dedicated support.Read More

What are FuturePlan social media links?
FuturePlan Linkedin page FuturePlan Twitter page
Is FuturePlan a public company?
FuturePlan is private company therefore does not currently have an official ticker symbol
See more information about FuturePlan

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