Plan sponsors and participants
Professional management for everyone in the plan.
Future Capital is an SEC-registered investment adviser with more than 20 years of experience providing personalized, professional account management to workplace plan participants.
Why it matters
Every participant deserves a professional manager.
Workplace retirement accounts are often one of the most valuable assets employees own.
Future Capital puts personalized management within reach of everyone in your plan, helping strengthen financial wellness and retain talent across your organization.
How it works
Features to help your plan and participants succeed.
| Feature | Description |
|---|---|
| Plan sponsor engagement | Future Capital contracts with the plan sponsor and recordkeeper to offer managed account services to employees within the plan. |
| Fiduciary support | Future Capital acts as discretionary investment manager for enrolled participants. The plan sponsor retains plan-level fiduciary responsibility. |
| Enrollment and education | Collaborative campaigns, collateral, and webinars or onsite sessions with a retirement professional, built to educate employees and drive participation in the plan. |
| Retirement planning tool | The tool recommends a strategy for the client to either accept or adjust. |
| Portfolio construction | For each plan, seventy portfolios are created based on the intersection of age bands and strategies. |
| Ongoing management | Accounts are monitored and rebalanced at least quarterly. Target allocations are delivered to the recordkeeper for execution. Participants use the Client Portal to view balances, portfolio breakdowns, strategy details, and fee activity. |
Comprehensive support
More than just a managed account.
Plan management support
Administrative guidance, employee engagement, and ongoing support for the plan.
Customized enrollment plan
Tailored outreach campaigns and enrollment tools designed around your workforce.
Marketing and communications
Customized collateral, an enrollment landing page, and ongoing plan communications.
Unlimited participant support
Experienced professionals available to every participant, by phone or online, for as long as they remain Future Capital clients.
Dedicated relationship managers
Proactive communication, fiduciary support, and enrollment and re-enrollment strategy.
Ongoing plan reporting
Regular updates on participation rates and overall plan engagement.
Next steps
We're here to help.
For questions about adding Future Capital to your plan, start with your plan provider or plan advisor. If you're not sure where to turn, send us a message and we'll help you find the right next step.