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PEPs and MEPs offer scalable retirement plan structures that streamline administration, reduce complexity, and support the needs of small to mid-size employers. There are multiple ways we can plug-in to support your organization’s group plan needs. Serving as 3(16) fiduciary, third-party administrator (TPA), pooled plan provider (PPP)—or all the above. Our offering can flex to help where you need us most.

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FuturePlan offers high-touch personalized service from local TPAs backed by the strength and security of a large national firm.

Breadth of experience

FuturePlan experts have been designing and implementing 401(k) plans for the past 50 years and serve more than 37,500 plan clients across all industry sectors.*

*As of 3/31/25

Guidance on Advanced Plan design

Plan design can be complex and requires an experienced professional to meet a company’s goal for establishing a retirement plan. FuturePlan will assess firm demographics, employee eligibility, vesting schedules, contribution types, nondiscrimination testing, and many other aspects. In addition, an in-depth analysis is needed to recommend an appropriate plan type (e.g., a cross-tested or age-weighted plan, a profit sharing only plan, a profit sharing with 401(k), a 401(k) with an automatic enrollment feature, a safe harbor plan, etc.)

Industry knowledge

FuturePlan has some of the most credentialed and knowledgeable retirement plan practitioners in the world and is supported by a deep bench of subject matter experts, actuaries, and our large in-house ERISA team.

Service Standards

Detailed service standards are maintained and monitored on a daily basis to evaluate turn-around times and ensure satisfaction.

Specialized Plan Services for Solo(k) and Solo DB Plans

Specialized plan services can help self-employed business owners and consultants maximize tax and retirement savings. A solo 401(k) is an individual 401(k) designed for a business owner with no employees. A solo DB plan is a qualified employer-sponsored retirement plan that helps self-employed business owners save for retirement by allowing them to make very high contributions.

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  • Expert Insights: Access industry experts like Dan Kravitz, National Practice Leader of Cash Balance Plans, recently featured in a Wall Street Journal article highlighting why cash balance plans are being seen as a powerful weapon for retirement savings.
  • Marketing Tools: Unlimited access to our extensive cash balance marketing and sales tools. 
  • Certification: Earn an exam and certificate as a Cash Balance Consultant (CBC). 
  • Nationwide Support: Access our knowledgeable sales team across the country. 
  • On-Demand Learning: Access webinar recordings to complete your training at your own pace. 

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“The ability to go in and talk intelligently about Cash Balance plans is a huge differentiator for me. Cash Balance Coach is an excellent resource, and I feel confident having the resources of FuturePlan behind me. I know this can make a big difference in retirement savings for many clients.”


Donald Musnicki, Wealth Management Consultant

“A great program with information that I can use right away. All the presenters have an obvious command of the material and present the issues in a 'real world' setting. Knowing what information will be a hot button for a board of directors or a CPA is an invaluable tool for an advisor to have when making presentations.”


Timothy Williams, Wealth Manager and Retirement Plan Specialist

“As an Investment Advisor, I would highly recommend the Cash Balance Coach program to anyone involved in any phase of retirement plan process. Advisors stand the chance of losing clients if they are not armed with the information for this incredible tax-saving device.”


John O'Connor, O'Connor Wealth Management

"FuturePlan has earned my trust and confidence as a new business development partner. I learned so much from this extremely helpful program am excited about growing new Cash Balance plan business. Thanks for the fantastic support."


Mitchell Marriott, Wealth Consultant, Shira Ridge Wealth Management