Peter Gulia Posted March 31, 2022 Posted March 31, 2022 Does anyone know which plan-documents supplier—Relius, ASC, ftwilliam, someone else—Ascensus/FuturePlan licenses from? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Belgarath Posted March 31, 2022 Posted March 31, 2022 Based on what I've seen I believe it is FIS (Relius), but I can't state that with absolute certainty. Luke Bailey 1
Peter Gulia Posted April 1, 2022 Author Posted April 1, 2022 Belgarath, thank you for your kind help. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Patricia Neal Jensen Posted April 4, 2022 Posted April 4, 2022 At the present time, it is Relius for the most part. Some plans may still be at FTW, but new plans at FuturePlan are on the Relius document. Ascensus bought 45 TPA firms and each of them may have had their own document preferences prior to the acquisition. Most changes are being made during restatement periods. Anything I can help you with? Patricia Neal Jensen, JD, VP FuturePlan National Documents Team Nonprofit Plan Leader Luke Bailey 1 Patricia Neal Jensen, JD Vice President and Nonprofit Practice Leader |Future Plan, an Ascensus Company 21031 Ventura Blvd., 12th Floor Woodland Hills, CA 91364 E patricia.jensen@futureplan.com P 949-325-6727
Peter Gulia Posted April 5, 2022 Author Posted April 5, 2022 Thank you for your further information. And thank you for your kind offer. So I can seek your help and you can advise Ascensus without either of us revealing his or her client’s confidential information on a website, I sent you an email. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
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