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Posted

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

Posted

Belgarath, thank you for your kind help.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

Posted

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

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

Posted

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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