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Managing 401(k) assets can be challenging for advisors. Limited visibility into held-away accounts, compliance requirements, and competition from plan providers all add complexity to your practice. Future Capital helps you overcome these hurdles with straightforward solutions designed specifically for financial advisors.
Most advisors face similar challenges when it comes to 401(k) management. You likely have limited visibility into your clients' retirement plans, making it difficult to provide holistic advice. Keeping up with fiduciary responsibilities adds another layer of complexity. Meanwhile, plan providers are increasingly offering wealth services directly to participants, potentially threatening your client relationships.
According to industry data, 61% of 401(k) participants want professional financial advice to manage their accounts effectively.1 This could represent a significant opportunity for advisors who can efficiently incorporate retirement plan management into their practice.
With over 20 years of specialized retirement experience, we've built tools that make 401(k) management straightforward. Our platform gives you real-time data access and automated portfolio management, allowing you to scale your practice while maintaining personal relationships with clients.
We offer three flexible approaches to suit your advisory style:
You build allocations
You act as fiduciary
Customizable
Future Capital acts as fiduciary
Broker-dealer friendly
Engagement opportunity tracking
70 portfolio options
Co-fiduciary models
Adjustable allocations
By incorporating 401(k) management into your practice, advisors can:
Schedule a demo today to see how Future Capital can help you serve your clients and protect your business with straightforward 401(k) management solutions.
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