FuturePlan is a retirement TPA, combining high-touch local service with the strength and security of an industry leader.

Consulting

Retirement

FuturePlan

FuturePlan's headquarters in Dresher, PA, United States

Kasey Price

Jessica Marson

Veronica Franks

Steve Durocher

Jeff Cricenti

Mark Wiggins

Kelly Ann Brennan

Nicole Harper

Tami Evanson

Matt Brown

Brandy Blum

John Townsend

Richard Collins

The Leadership Team at FuturePlan is responsible for setting the strategic direction and vision of the company, ensuring alignment across departments to enhance service delivery and client satisfaction. This team oversees critical initiatives, drives business transformation, and integrates new technologies, while also fostering collaboration among sales, operations, and IT to optimize revenue and operational efficiency. Through their combined expertise, they aim to position FuturePlan as a trusted leader in the retirement sector.

Leadership Team

The Sales and Business Development team at FuturePlan is responsible for driving growth by identifying and securing new business opportunities, managing client relationships, and developing strategic partnerships. This team leverages its expertise in retirement services to tailor solutions that meet the unique needs of clients, ensuring high-touch local service combined with the security of an industry leader.

Sales and Business Development

The National Practice Leaders at FuturePlan specialize in leading and overseeing specific retirement and benefit services including Cash Balance Plans, Benefit Trust Services, Solo Defined Benefit Plans, Pension and Healthcare Actuarial Services, and Prevailing Wage compliance. They ensure top-tier expertise, standardization of best practices, and cohesive service delivery across their respective areas to enhance client satisfaction and operational efficiency.

National Practice Leaders

The Strategy and Business Development team at FuturePlan spearheads initiatives to drive company growth and transformation. This team focuses on developing and executing strategic plans, managing business integrations, and enhancing operational efficiencies, ensuring FuturePlan remains at the forefront of the retirement TPA industry.

FuturePlan

Org chart

Teams

Leadership Team

Sales and Business Development

National Practice Leaders

Strategy and Business Development

Offices

FuturePlan

Org chart

Teams

Leadership Team

Sales and Business Development

National Practice Leaders

Strategy and Business Development

Offices

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