In 2017, Ascensus began expanding its TPA line of business by acquiring quality-focused local TPA firms from coast to coast. ESOP Economics was purchased in 2018 to help provide a robust ESOP offering to current and prospective clients.
Because we’ve been mindfully merging new firms into our company to help ensure ongoing quality and smooth service for clients and advisers, the FuturePlan name is being rolled out gradually. You’ll continue to see our new name appear more frequently and in more places.
We’ll share updates about additional changes as they’re planned and look forward to continuing to help you achieve your retirement goals for years to come. For more information about FuturePlan, visit futureplan.com.