FuturePlan by Ascensus Appoints Greg Taylor as Divisional Vice President for the Southern California Region
Industry Veteran to Provide Retirement Plan Clients with Enhanced Consultative Support and Expand Relationships with Strategic Recordkeeping and Financial Advisor Partners
In this role, Taylor will be responsible for helping to create and implement strategies that will drive the continued success of the FuturePlan sales team. He will also consult with sales representatives from FuturePlan's recordkeeping partners and financial advisors whose prospective and existing small business clients could benefit from the support of a TPA in designing a retirement plan solution. Taylor joins FuturePlan's national sales team that was announced earlier this year: Kasey Price (head of Institutional Sales), Jim Houpt (DVP of the Northeast, Mid-Atlantic, and Central regions), Richard Tatum (DVP of the Southeast and Southwest regions), and Eric Sharp (DVP of the Northwest region).
Taylor brings more than 40 years of retirement industry experience and extensive expertise in plan design, administration, actuarial services, and recordkeeping services. He most recently served as executive vice president in charge of QBI, an Ascensus company, which he co-founded in 1978. He has been an active member in industry organizations—
"Greg is a well-established leader who has enjoyed tremendous success in the TPA industry by virtue of his superior work ethic and business acumen," states Jerry Bramlett, head of FuturePlan. "Our business owner clients and key partners in the Southern California region will no doubt benefit from his ability to provide the support they need to meet their objectives."
About FuturePlan by Ascensus
FuturePlan by Ascensus is the nation's largest retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan's dedicated team serves more than 44,000 retirement plan sponsors in more than 40 locations across the country. For more information, visit futureplan.com.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.
Page Updated Last on: Mar 22, 2021