Contact Us

Tricia Bailey
Vice President – Sales Consultant
MI and Toledo
C 248-520-6372

Our Services

  • Cash Balance Plans
  • 3(16) Fiduciary Services
  • Prevailing Wage Plans
  • ESOP, Defined Benefit
  • Non-qualified Deferred Compensation Plans
  • Actuarial consulting, compliance
  • 401(k), 403(b) and 457 Plans

About Us

FuturePlan is a Category of One third party administrator (TPA) for America’s leading recordkeepers and advisors. We are the only TPA offering a full spectrum of creative plan design, strategic  consulting, IRS and DOL regulatory compliance services, an actuarial practice and end-to-end plan administration for every plan, with complete independence and flexibility. We strive to make life easier for everyone we serve, simplifying the complex and relieving the burden of plan administration, consulting, and compliance. We combine highly responsive personalized service with the unmatched strength and security of a national leader.

Learn More.