F
FuturePlan Financial, Inc.
United States
Founded in
2022 (4 Years)
Founded
Last online: No recent activity
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Security Information
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.
Company Information
Get to know FuturePlan Financial, Inc.
Company Information
Get to know FuturePlan Financial, Inc.
FuturePlan by Ascensus is a leading provider of retirement plan solutions for financial advisors, business owners, and their employees. The company specializes in third-party administration (TPA), recordkeeping, and consulting services for a wide range of retirement plans, including 401(k)s, 403(b)s, and defined benefit plans. Formed through the strategic acquisition of numerous independent TPA firms by its parent company, Ascensus, FuturePlan leverages national scale and advanced technology while maintaining local, personalized service. Its mission is to empower financial advisors and plan sponsors with the expertise and tools needed to design and manage effective, compliant, and customized retirement plans.
Industry
- Financial Other ServicePRIMARY
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