Accordions
FAQs
Developed for clients and advisors with the help of clients and advisors, my.FuturePlan is an easy-to-use online tool to help make plan administration easier and more secure.
You will find the portal at https://my.futureplan.com/
You will receive an email from admin@futureplan.com, which will provide you with a temporary password for your initial registration. You will be prompted to establish a new password when you log in for the first time.
Please note this is only a temporary password. If it expires, you may use the Forgot Password? link on the my.FuturePlan homepage.
You can work with your FuturePlan consultant to authorize access for your financial advisor or other valued partners.
As part of year-end data collection, you will be prompted annually to review your contacts, including third party contacts like financial advisors, and can directly make changes as needed.
You can also review plan contacts year round on the Plan Contacts page under the Welcome dropdown, and of course you can contact your FuturePlan consultant anytime with questions or for assistance.