What We Offer
Open Architecture Environment
At FutureBenefits of America, we are totally independent when it comes to investment selection. We have no direct alliances with any fund family so we can offer over 14,000 funds for you to freely choose from. In addition to our mutual fund selection, we have the ability to trade Exchange Traded Funds(ETF) with several fund families. ETF’s trade just like a mutual fund, where the participant holds the actual share, not unitized. We are also a DFA certified TPA.
Your ability to customize your portfolio as well as your options within the plan, give you great flexibility to meet the clients needs and desires.
Private Label Website
We can customize the website to provide the company logo and colors and hyperlink it to any client site. The plan sponsor and advisor with access to the plan can provide specific customized messages to their participants that pop up when they log in.
Should you want to offer your own sponsored Multiple Employer Plan, private labeling helps to provide assurance to each adopting employer.
Multiple Employer Plans
Multiple employer plans require expertise to provide recordkeeping and administration properly. We have vast experience in the complexities of these plans and the ability to offer services at a competitive price. If you would like to discuss with us further, please contact us at your convenience.
Point of Contact Customer Service
Each plan that we administer is assigned specifically to a plan administrator. We like our staff to take ownership of our clients and in order to provide the best service; they need to get to know the client. This allows our administrators to be pro active to our clients by understanding them and find out their expectations of how the plan operates.