Future Capital for Client 401(k) Accounts
Defined contribution (DC) plans continue to serve as the main source where clients grow their wealth. Get A Demo ➝
While you may want to manage your clients' 401(k), 403(b), or 457 accounts, you face restrictions ranging from fiduciary liability, lack of access, and no way to charge fees for servicing those accounts.
In the process of managing the assets in DC plans, we support our partnered advisors with driving revenue opportunities and identifying held-away accounts, including spousal accounts.
You don’t need a relationship with the plan, only with your client. Future Capital can connect with all of the largest retirement account providers.