Selling and servicing qualified retirement plans comes with its fair share of hurdles and restrictions ranging from ongoing regulations, increased fiduciary liability, administrative burdens, and revenue compression.
Partnering with Future Capital breaks through these barriers, helping you and your Financial Advisors provide workplace financial wellness and managed account solutions, regardless of plan size or the number of employees.
As an independent RIA, Future Capital complements advisory services to deliver custom investment management, retirement planning, education, and co-fiduciary services. In addition, we help create new revenue stream opportunities for our partnered recordkeepers.
As a goal-based solution, we go more in-depth with retirement planning than just accounting for someone's expected retirement age. We include a wide range of individual and household factors that are critical to creating a personalized investment portfolio that helps each participant meet their retirement goals.
Future Capital hosts enrollment meetings to explain the managed account services available through in-person meetings or webinars. We also add a personal touch for each participant by providing an individual retirement planning session.
Future Capital offers a co-branded introduction video, educational email campaign, landing page, one-pagers, payroll stuffers, postcards, and more. We can customize our materials to suit the communication needs of your participants.
Dedicated retirement planning
We use technology to make investing intuitive, but we understand that sometimes participants need to talk to a human. Participants can contact someone on our team of dedicated retirement counselors whenever they need assistance.
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Ongoing procedures and services are in place at the plan level and participant level to help with retention.
A dedicated relationship manager assigned to the plan will provide quarterly updates, review the plan's health, and coordinate re-engagement communications.
Future Capital client dashboard
Our dashboard provides ongoing engagement with participants as they check on their progress and get the latest market news.
Annual retirement reviews
We will notify participants when it is time for their annual reviews and encourage them to update their retirement plan with any significant changes.
Future Capital is a trade name of ProNvest, Inc., a registered investment advisor with the Securities and ExchangeCommission (SEC). Website information is presented for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information and opinions are as of the date indicated, and are subject to change without notice. No part of this website may be reproduced in any manner, in whole or in part, without the prior written permission of ProNvest. By reading this material, you acknowledge, understand and accept the foregoing. All third-party trademarks (including logos and icons) referenced by ProNvest, Inc. dba Future Capital remain the property of their respective owners, are intended to identify the corresponding third-party goods and services and to constitute nominative fair use under applicable trademark laws. Unless specifically identified as such, our use of third-party trademarks does not indicate any relationship, sponsorship, or endorsement between ProNvest, Inc. dba Future Capital and the owners of these trademarks.