FuturePlan by Ascensus Expands Its New England Operations with Grant Livingston's Recruitment

FuturePlan by Ascensus Expands New England Presence with Grant Livingston



In a strategic move to bolster its operations in New England, FuturePlan by Ascensus has appointed Grant Livingston as Vice President and Sales Consultant. This addition comes amid a broader effort by FuturePlan to enhance its advisory services and retirement solutions across Connecticut, Rhode Island, and Western Massachusetts.

Grant Livingston brings a wealth of experience to FuturePlan, having worked extensively in the retirement planning sector. He has a proven track record of collaborating with financial advisors and business owners to implement effective retirement plan solutions. His expertise spans various critical areas, including retirement plan sales, business development, recordkeeping, and consultative retirement planning strategies that are essential to achieving successful outcomes for clients.

Kasey Price, the President of FuturePlan, commented on Livingston's appointment, stating, "Grant's expertise and extensive network in the New England market will be instrumental in helping advisors navigate the complex retirement landscape. His ability to consult effectively can lead to significant improvements in retirement outcomes for clients."

Livingston's achievements prior to joining FuturePlan include his active participation in the Connecticut Retirement Security Advisory Board, where he contributes insights that shape state policies on retirement savings. Additionally, he serves as a member of the Town of East Lyme Pension Board, further showcasing his commitment to enhancing retirement solutions in community settings.

Educationally, Livingston holds a Bachelor of Arts in Psychology from Charter Oak State College and a Master of Science degree in Research, Measurement, and Quantitative Analysis from Southern Connecticut State University. This educational background equips him with analytical skills and a deep understanding of human behavior, which are vital when advising individuals about their retirement options.

FuturePlan by Ascensus is dedicated to providing superior retirement solutions designed to meet the needs of employers, advisors, and plan participants. Combining genuinely independent consulting with extensive resources from Ascensus, FuturePlan is uniquely positioned to offer tailored plan design, administration, and compliance services. The firm serves over 33,800 plan sponsors managing more than $101 billion in assets, supported by a team of more than 1,500 dedicated professionals.

By retaining their independent operating model while harnessing the resources of Ascensus, FuturePlan ensures they remain agile and focused on delivering objective retirement solutions. Their comprehensive approach includes services such as plan design, business evaluation, and fiduciary support for both qualified and non-qualified retirement plans.

With Livingston's addition to the team, FuturePlan aims to further enhance connections with financial advisors and plan sponsors while expanding their influence in the retirement plan landscape throughout New England. The firm’s long-term strategy is not just about expanding its footprint but also about deepening relationships with clients to navigate the complexities of retirement planning in today's economic environment.

For more information about FuturePlan and their retirement solutions, interested parties can visit the company’s website at futureplan.com.

About FuturePlan by Ascensus


FuturePlan by Ascensus stands as a leader in the retirement solutions market, specializing in plan design, administration, and compliance services tailored for both advisors and employers. With over 45 years of experience in the sector and a commitment to fostering successful retirement outcomes, FuturePlan is a trusted partner that aligns its approach with the unique needs of each client. Backed by Ascensus, the organization supports millions of savers and ensures that financial growth is accessible to businesses of all sizes. This mission is central to the company’s philosophy and operational strategy, which continues to evolve in light of changing market dynamics.

Topics Financial Services & Investing)

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