Plan Providers

Managed Accounts for Plan Providers

Personalized retirement planning and investment management for participants on your recordkeeping platform.

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How We Help Defined Contribution Plan Providers

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.

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Participant Goals First

Goal-based solution

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.

Enrollment meetings

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.

Education materials

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.  

Plan Retention

Ongoing procedures and services are in place at the plan level and participant level to help with retention.

Relationship manager
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.

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See How We Can Help You!