FuturePlan by Ascensus appointed Grant Livingston as Vice President and Sales Consultant as the retirement solutions provider expands its advisor relationships across New England.
Livingston will work with financial advisors, employers, and plan sponsors throughout Connecticut, Rhode Island, and Western Massachusetts.
He brings experience spanning retirement plan sales, business development, recordkeeping, and consultative retirement planning.
FuturePlan said Livingston’s appointment supports its strategy of investing in experienced professionals who can help advisors expand retirement plan practices and provide more comprehensive solutions to clients.
Livingston also serves on the Connecticut Retirement Security Advisory Board.
He is an appointed member of the Town of East Lyme Pension Board.
FuturePlan provides retirement plan design, administration, compliance, fiduciary, and consulting services.
Its offerings include cash balance and defined benefit plans, 3(16) fiduciary support, non-qualified plans, multiple employer plans, pooled employer plans, and solo retirement plans.
FuturePlan supports more than 33,800 plan sponsors.
The company represents more than $101 billion in assets under administration.
It has more than 1,500 employees, including a large in-house ERISA team.
FuturePlan operates as part of Ascensus while maintaining a distinct operating structure intended to preserve flexibility and objectivity in retirement plan consulting.
Ascensus supports more than 16 million savers and oversees more than $1.3 trillion in assets under administration.
KEY QUOTES:
“Grant’s appointment reflects FuturePlan’s commitment to investing in experienced professionals who help advisors grow their retirement plan practices and deliver greater value to clients.”
Kasey Price, President of FuturePlan
“His deep industry expertise, consultative approach, and strong relationships across the New England market position him to help advisors and plan sponsors navigate complexity, uncover opportunities, and achieve better retirement outcomes.”
Kasey Price, President of FuturePlan
