Retirement Plan Consulting and Administration

Simple decision. Powerful results. A more secure future.

A strong 401K is one of the most valuable benefits you can provide your employees. We work with businesses of all sizes to create specifically designed retirement plans that minimize employer administration and fiduciary liability, and over time we help employees with the goal to achieve financial independence at retirement.

Whether your company has two employees or 2,000, FuturePlus provides a simple, user-friendly 401K solution with a long track record of strong financial returns.

Fiduciary Compliance 

We serve as your plan’s 3(38) fiduciary, which allows us to select and regularly monitor all investment options. An individualized investment policy statement is developed for each plan. Our financial advisors also meet regularly with employers to perform our comprehensive fiduciary review.

Employer and Employee Education

We fully commit to conduct initial and regular follow-up employee meetings. Our team serves as the plan’s 3(21) investment fiduciary, which allows us to provide direct investment advice to all employees. We also provide a state-of-the-art website with investment technology and resources for plan participants and their employers. 

Investment Services

We screen from a broad universe of investment funds through our disciplined, objective and quantitative fund selection process. We also regularly monitor fund performance, risk and suitability. Our risk-based, asset-allocated managed portfolios give plan participants the confidence they need to navigate volatile economies and market conditions in order to reach their retirement goals.

Retirement Plan Consulting and Administration Team

Jason Chapman - AIF, QPFC, QPA, ERPA

  • First Vice President
  • Retirement Plan Wealth Manager

Phyllis Saxton - CRSP

  • Assistant Vice President
  • Retirement Plan Wealth Advisor

Investment Services Are: