Tool

Category: Retirement Solutions

Field: Financial Planning

Type: SaaS

Use Cases:

• Designing optimized retirement plans
• Reducing compliance workload for HR
• Enhancing employee retirement readiness
• Lowering tax liabilities through effective plan structuring

Summary: FuturePlan is a forward-thinking retirement services platform that models various retirement scenarios to help users optimize savings. Utilizing AI-driven insights, FuturePlan provides businesses with tailored retirement plan designs, making it easier to navigate complex compliance and administrative tasks. The tool stands out by offering analytical capabilities that inform businesses on how best to structure their retirement offerings, ultimately enhancing employee satisfaction and retention. Organizations can significantly reduce fiduciary liabilities while ensuring their employees are well-prepared for retirement.