FuturePlan

Financial Software · Tennessee, United States · 1K - 5K Employees

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Overview

Headquarters

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

Revenue

$773.3 Million

Industry

Financial Software Software Business Services Project Management Accounting for Legal Practices
ZI Rank: 2
Signal Type
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ZI Rank
2
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About FuturePlan

FuturePlan by Ascensus is a leading third-party administrator specializing in retirement plan design, administration, and compliance services. They offer a comprehensive range of plans including 401(k), 403(b), and cash balance plans, along with fiduciary services and actuarial support. Their intended clients include advisors, plan sponsors, and institutional partners, providing tailored solutions to enhance their offerings and streamline compliance challenges. With a focus on innovative and flexible solutions, FuturePlan aims to help organizations attract talent and improve their competitive edge in the marketplace.Explore more
FuturePlan's Social MediaPopular SearchesFuturePlanSIC Code 63,637NAICS Code 52,523Show more

FuturePlan Org Chart

PhoneEmail
JH
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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
Joselyn Baldner, President & Chief Executive Officer, Ozarks at Central Bank
Joselyn BaldnerPresident & CEO, Ozarks
$436.3M
1K - 5K
Private
<$5M
1985
$386.7M
501-1,000
Private
-
2002
Jon Frojen, Chief Financial Officer at Beacon Pointe
Jon FrojenChief Financial Officer
$131.1M
201-500
Private
-
1988
PC
Paul ChristmanPresident - Pittsburg
$89.9M
201-500
Private
-
1973
SP
Susie PlaymanChief Marketing Officer
<$5M
1K - 5K
Public
-
1902
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

FuturePlan is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

FuturePlan is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about FuturePlan.

FuturePlan Tech Stack

A closer look at the technologies used by FuturePlan

Most Recent Scoops

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FuturePlan News & Media

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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: 52,523
How many employees does FuturePlan have?
FuturePlan has 1K - 5K employees
What industry does FuturePlan belong to?
FuturePlan is in the industry of: Financial Software, Software, Business Services
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: Matthews Benefit Group, Baden Retirement Plan Services, Retirement Plan Administrative Service, PenSys
What technology does FuturePlan use?
Some of the popular technologies that FuturePlan uses are: Freshservice, SAP Sybase RAP, Zingfit, DocuSign
What does FuturePlan do?

FuturePlan by Ascensus is a leading third-party administrator specializing in retirement plan design, administration, and compliance services. They offer a comprehensive range of plans including 401(k), 403(b), and cash balance plans, along with fiduciary services and actuarial support. Their intended clients include advisors, plan sponsors, and in... stitutional partners, providing tailored solutions to enhance their offerings and streamline compliance challenges. With a focus on innovative and flexible solutions, FuturePlan aims to help organizations attract talent and improve their competitive edge in the marketplace.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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