Record keeper and Administration Firm
FutureBenefits of America© is an open architecture record keeper and administration firm that provides services for defined contribution retirement plans
At FutureBenefits of America, we are totally independent when it comes to investment selection. We have no direct alliances with any fund family so we can offer over 14,000 funds for you to freely choose from. In addition to our mutual fund selection, we have the ability to trade Exchange Traded Funds(ETF) with several fund families. ETF’s trade just like a mutual fund, where the participant holds the actual share, not unitized. We are also a DFA certified TPA.
Your ability to customize your portfolio as well as your options within the plan, give you great flexibility to meet the clients needs and desires.