#United States #Boston #Ascensus #FuturePlan #David Gunning

FuturePlan by Ascensus Appoints David Gunning as VP of Sales in New England

In a strategic move aimed at bolstering its presence in the retirement solutions sector, FuturePlan by Ascensus has named David Gunning as the new Vice President and Sales Consultant for the New England region. This appointment reflects the company's dedication to providing tailored retirement services to advisors, recordkeepers, and plan sponsors throughout New England.

Based in the Boston area, Gunning brings nearly ten years of valuable experience collaborating with financial advisors and navigating complex plan design decisions. His strong consultative approach has helped numerous clients discover opportunities that align with their retirement needs, making him an asset for FuturePlan's clientele. Gunning's role will focus on enhancing growth initiatives in the region, ensuring the delivery of independent retirement solutions tailored to the distinct needs of advisors and their clients.

Kasey Price, the President of FuturePlan, emphasized that Gunning’s appointment underscores their commitment to delivering independent, advisor-centered solutions. He remarked, "David understands the importance of aligning plan design with the specific needs of advisors and their clients. His practical, solution-oriented perspective will enable us to enhance the flexibility and independence of our retirement strategies."

Gunning’s strong background in the retirement industry includes active participation in community efforts. He serves as a Board Member for the Western Pension Benefits Council - Seattle Chapter and is a member of the Women in Pensions Network (WIPN). Holding the Certified Financial Planner (CFP®) designation, he possesses a rich understanding of retirement-related issues, which will further refine FuturePlan's services.

The incorporation of Gunning into the FuturePlan's team comes at a pivotal point as the organization looks to expand its footprint while upholding its core values of independence and personalized service. FuturePlan operates under a unique model, blending the resources of a large organization like Ascensus with localized expertise. This aids in providing tailored retirement plans without external influences, keeping clients’ needs at the forefront of their services.

As part of the Ascensus family, FuturePlan boasts over 45 years of experience, administering nearly $101 billion in assets across more than 33,800 plan sponsors. The company stands out by fosteringstrong partnerships with financial advisors and recordkeepers to deliver a range of services that include plan design, compliance, and administration. Their commitment to customization and innovation positions them as a distinctive provider in the retirement sector.

Gunning believes that his new role will empower him to make substantial contributions towards the financial well-being of savers across New England. "My goal is to help advisors better serve their clients by facilitating discussions about retirement needs and providing the solutions that align with those needs. I'm excited to be part of a team that prioritizes both independence and flexibility in retirement planning," said Gunning.

With Gunning’s vast experience and FuturePlan’s robust infrastructure, the team is optimistic about their ability to navigate the evolving retirement landscape while ensuring that clients receive quality service tailored to their unique circumstances. The incorporation of his expertise is an essential step in achieving service excellence and fostering growth.

FuturePlan continues to develop its strategy focused on key regions, enhancing its delivery model while cultivating a strong network of relationships within the retirement community. As they move forward, Gunning's leadership will play a central role in defining the company's trajectory in New England, strengthening its position as a trusted partner for retirement solutions.

To learn more about FuturePlan by Ascensus, visit futureplan.com.