Contact Us
Tricia Bailey
Vice President – Sales Consultant
MI and Toledo
C 248-520-6372
tricia.bailey@futureplan.com
www.cashbalancedesign.com/
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.