Polycomp Administrative Services, Inc.
Polycomp Administrative Services, Inc. is a retirement plan administration firm operating as a subsidiary of FuturePlan by Ascensus, providing third-party administration, actuarial consulting, and 3(16) fiduciary services to financial advisors, plan sponsors, and institutional partners across the U.S.
- Company typePrivate
- Founded2017
- HeadquartersRoseville, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Polycomp Administrative Services, Inc. does
Polycomp Administrative Services, Inc. is a retirement plan administration firm that joined FuturePlan by Ascensus in 2017, where it now operates as a subsidiary contributing to the broader third-party administrator (TPA) platform. Within FuturePlan, Polycomp anchors the Benefit Trust Services practice under National Practice Leader Chris Mastrianni, serving financial advisors, plan sponsors, and institutional partners with defined contribution, defined benefit, cash balance, and 3(16) fiduciary administration for U.S. retirement programs.
FuturePlan operates a services-and-software model built around core plan administration delivered by 1,500+ associates, 500+ in-house experts (including 75 enrolled actuaries and 470 credentialed retirement professionals), and 400 actuarial specialists as of 12/31/2025. The technology stack centers on the my.FuturePlan portal for sponsor and advisor workflows, complemented by the Fiduciary Assistant platform, which runs 100+ automated compliance checks on 3(16) plans. As of 3/31/2026, the platform services more than 33,500 plans covering 1.4M+ participants with $101B+ in assets under administration.
The business generates revenue from per-plan administration fees, actuarial and consulting engagements, recurring 3(16) fiduciary services (97% retention, 7-year weighted average client tenure), and institutional partner channels including the Voya PATH Pooled Employer Plan and a pooled-plan collaboration with Principal Financial Group. Go-to-market is distributed through 60+ sales representatives in all 50 states, advisor partnerships, and institutional distribution, with an NPS of 84 indicating strong relationship quality across the book.
Polycomp Administrative Services, Inc. firmographics
Firmographics- Name
- Polycomp Administrative Services, Inc.
- Legal name
- Polycomp Administrative Services, Inc.
- Website
- https://polycomp.net
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Polycomp Administrative Services, Inc. is a retirement plan administration firm operating as a subsidiary of FuturePlan by Ascensus, providing third-party administration, actuarial consulting, and 3(16) fiduciary services to financial advisors, plan sponsors, and institutional partners across the U.S.
- Ownership category
- akta.pro rank
Polycomp Administrative Services, Inc. industry classification
Industry- Product category
- Retirement Plan Administration
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Insurance and Employee Benefit Funds (5251)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Income Planning & Decumulation Advisory (FSAEABAD), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where Polycomp Administrative Services, Inc. is headquartered
LocationHeadquarters
- HQ city
- Roseville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Polycomp Administrative Services, Inc. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Plan Administration Services: Third-party administration (TPA) services for retirement plans including defined contribution, defined benefit, cash balance, and group retirement plans. Services include compliance testing, Form 5500 preparation, contribution calculations, and ongoing plan management.
- Actuarial Services: Annual valuations, funding calculations, pension filings, and regulatory compliance support for defined benefit and cash balance plans. Integrated directly into plan administration.
- 3(16) Fiduciary Services: Fiduciary outsourcing services with three tiers (SimplySignature, SimplySecure, SimplySecureMore) providing varying levels of administrative fiduciary responsibility including Form 5500 signing, distribution approvals, loan management, and eligibility calculations.
- Plan Documentation Services: Plan document preparation, amendments, restatements, and ongoing maintenance services to ensure plan compliance and alignment with regulatory requirements.
- Client Onboarding Services: Transition services supporting new plan startups, plan takeovers and redesigns, including document gathering, partner coordination, and implementation support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom quote-based pricing tailored to plan size and complexity |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels8 records
Polycomp Administrative Services, Inc. product offering
Product offeringCore offering
Polycomp Administrative Services, Inc. is a legacy retirement plan administration firm that operates as part of FuturePlan by Ascensus, specializing in defined contribution plans, defined benefit plans, cash balance plans, 3(16) fiduciary services, actuarial services, and plan documentation. The firm delivers retirement plan design, compliance testing, Form 5500 preparation, contribution calculations, and ongoing plan management for financial advisors, plan sponsors, and institutional partners across the United States. Chris Mastrianni leads the Benefit Trust Services practice, serving multiple employer benefit trust clients.
Product overview
FuturePlan by Ascensus is a retirement plan third-party administrator (TPA) offering a comprehensive suite of plan design, administration, and compliance services. The portfolio centers on the my.FuturePlan client portal as the primary technology interface, supported by core service offerings including Defined Contribution (401k/403b) Plans, Cash Balance Plans, Defined Benefit Plans, 3(16) Fiduciary Services, Actuarial Services, and All-Inclusive Plan Administration. Additional specialized products include Nonqualified Deferred Compensation Plans, Group Retirement Plans (MEPs/PEPs), and Prevailing Wage Plans delivered through the Beneco sub-brand. Supporting tools include SECURE 2.0 Resources, Retirement Planning Calculators, and advisor training programs (Cash Balance Coach and 3(16) Coach). The company serves financial advisors, plan sponsors, and institutional partners across all 50 states with over 1,500 associates managing 33,500+ plans.
Differentiator
Problem solved
Functional benefit
Products and services
- my.FuturePlan Portal Personalized client portal providing instant access to key plan details, actionable insights, onboarding business tracker, two-way messaging, and single sign-on capabilities for plan sponsors and advisors.
- Defined Contribution Plans (401k and 403b) Employer-sponsored retirement savings plans allowing employee deferrals and employer contributions, supporting safe harbor structures, employer contribution strategies, and compliance administration.
- Cash Balance Plans IRS-qualified hybrid retirement plans combining defined benefit contribution potential with defined contribution flexibility and portability, allowing higher age-based contributions for tax deferral.
- Defined Benefit Plans Traditional employer-funded pension plans delivering predictable retirement benefits with significantly higher employer-funded contributions than 401(k) alone.
- 3(16) Fiduciary Services ERISA fiduciary services delegating discretionary administrative decision-making including Form 5500 signing, distribution approvals, loan management, eligibility calculations, and participant enrollment. Offered in three tiers: SimplySignature, SimplySecure, and SimplySecureMore.
- Actuarial Services Valuations, funding calculations, and compliance support for defined benefit and cash balance plans, including annual valuations, PBGC filings, pension risk management, and regulatory interpretation.
- All-Inclusive Plan Administration Comprehensive retirement plan administration including nondiscrimination testing, contribution calculations, Form 5500 preparation, compliance resolution, and ongoing regulatory monitoring.
- Client Onboarding Services Structured transition support for new plans, plan takeovers, and redesigns including discovery, plan document preparation, partner coordination, and milestone management.
- Plan Documentation Services Plan document drafting, amendments, restatements, and ongoing maintenance ensuring ERISA compliance, eligibility and distribution provisions, and fiduciary alignment.
- Nonqualified Deferred Compensation Plans Executive benefit arrangements allowing employers to provide deferred compensation to key employees with flexible design, vesting schedules, and payout timing beyond qualified plan limits.
- Group Retirement Plans (MEPs/PEPs) Multiple employer plans enabling unrelated employers to participate in a single defined contribution plan for simplified administration and pooled cost efficiencies.
- Prevailing Wage Plans (Beneco) Retirement solutions helping contractors meet Davis-Bacon Act wage requirements through fringe benefit optimization, featuring the Beneco 3-in-1 plan combining prevailing wage benefits, profit sharing, and traditional 401(k) capabilities.
- Benefit Trust Services Multiple employer benefit trust services led by Chris Mastrianni through Polycomp Administrative Services, supporting pooled benefit arrangements for multiple employer clients.
Quantifiable outcome
- 8.5% greater plan participation with TPAs vs bundled plans
- +6 more outcomes
Companies that use Polycomp Administrative Services, Inc.
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles4 records
Polycomp Administrative Services, Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Polycomp Administrative Services, Inc. partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, major and legacy.
- Goldleaf PartnerscoreGoldleaf Partners was a leading national 3(16) fiduciary services provider that was acquired and integrated into FuturePlan in 2019. The acquisition brought Jessica Marson and expertise in 3(16) fiduciary services to the organization.
- INTAC Actuarial ServicescoreINTAC Actuarial Services, led by Charles Rosenberg, became part of FuturePlan in 2018. One of New Jersey's foremost retirement planning experts with 25 years of industry experience.
- KravitzcoreKravitz was the recognized leader in Cash Balance plans for the retirement industry for more than 20 years. Dan Kravitz, its president, joined FuturePlan in 2017 and continues to lead the Cash Balance practice.
- BenecocoreBeneco became a national leader for Prevailing Wage Plans under CEO Kristy Bryson and joined FuturePlan in 2019. Specializes in helping public works contractors with Davis-Bacon compliance.
- Dedicated DBcoreCo-founded by Richard Collins, Dedicated DB grew to become a national leader for defined benefit plans. Collins now leads FuturePlan's Solo DB practice.
- Polycomp Administrative ServicescorePolycomp Administrative Services joined FuturePlan in 2017, bringing Chris Mastrianni and over 30 years of experience in financial services, defined contribution plans, trusts, and investments.
- AvintuscoreAvintus was a TPA led by Veronica Franks (COO) and Mark Wiggins (VP of Sales) that achieved excellent client satisfaction metrics. Was first to market in Tennessee with 3(16) services.
- Principal Financial GroupmajorPrincipal Financial Group collaborated with FuturePlan for pooled retirement plan offerings. FuturePlan assumed administrative responsibilities for Principal EASE, Principal's largest Pooled Employer Plan by client count.
- Voya FinancialmajorFuturePlan launched PATH PEP (Pooled Employer Plan) in collaboration with Voya Financial, bringing institutional retirement capabilities to the mid- and large-market with open investment architecture and institutional governance.
- Retirement Strategies IncorporatedlegacyFounded by Kasey Price, Retirement Strategies Incorporated was a Georgia-based TPA firm known for strong strategic partnerships with advisors and recordkeepers. Kasey Price now leads FuturePlan.
Scale indicators12 records
Recent moves6 records
Expansion highlights5 records
Polycomp Administrative Services, Inc. competitors and assessment
Company assessmentBroad incumbents
- John Hancock Retirement Plan Services: Bundled retirement plan provider with recordkeeping, administration, and investment products serving mid- and large-market plan sponsors — directly comparable offering to FuturePlan.
- Empower Retirement: Second-largest U.S. retirement plan recordkeeper serving defined contribution, defined benefit, and IRA plans. Comparable mid-to-large market plan administrator with bundled service offering.
- Voya Financial: Partner on the PATH PEP and a broader retirement services competitor with institutional recordkeeping, IRA, and defined contribution capabilities at mid- and large-market.
- Ascensus: Parent company of FuturePlan and one of the largest independent TPAs in the U.S. Ascensus offers recordkeeping, TPA, and government savings plan services — directly comparable operating model, materially larger scale.
- Principal Financial Group: Existing institutional partner via Principal EASE, but also a competitor offering bundled retirement plan services, including pooled employer plans, in the same target segments.
- Schwab Retirement Plan Services: Recordkeeping and administration for corporate retirement plans with strong advisor-channel distribution. Comparable business model and target market to FuturePlan.
- Vanguard Retirement Plan Services: Bundled retirement plan recordkeeper with strong brand and low-cost investment options. Competes for mid- and large-market plan sponsors on price and scale.
- Fidelity Workplace Services: Large bundled retirement plan provider offering recordkeeping, administration, and investment products. Competes for the same mid- and large-market plan sponsors as FuturePlan.
Direct peers
- Paychex Retirement Services: Retirement plan administration tied to a leading payroll provider — directly competes with FuturePlan for SMB plan sponsors seeking integrated payroll and benefits.
- ADP Retirement Services: TPA-adjacent retirement plan administration business that integrates with payroll. Targets similar SMB and mid-market plan sponsors with bundled recordkeeping and employer services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Polycomp Administrative Services, Inc. social profiles
Digital presencePolycomp Administrative Services, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Polycomp Administrative Services, Inc. leadership team
Management profileNumber of profiles
Profiles1 record
Polycomp Administrative Services, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Polycomp Administrative Services, Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Polycomp Administrative Services, Inc.
What does Polycomp Administrative Services, Inc. do?
Polycomp Administrative Services, Inc. is a legacy retirement plan administration firm that operates as part of FuturePlan by Ascensus, specializing in defined contribution plans, defined benefit plans, cash balance plans, 3(16) fiduciary services, actuarial services, and plan documentation. The firm delivers retirement plan design, compliance testing, Form 5500 preparation, contribution calculations, and ongoing plan management for financial advisors, plan sponsors, and institutional partners across the United States. Chris Mastrianni leads the Benefit Trust Services practice, serving multiple employer benefit trust clients.
Is Polycomp Administrative Services, Inc. a public or private company?
Polycomp Administrative Services, Inc. is a private company. It is classified as corporate owned and is currently operating.
When was Polycomp Administrative Services, Inc. founded?
Polycomp Administrative Services, Inc. was founded in 2017. It employs 101 to 250 people.
Where is Polycomp Administrative Services, Inc. based?
Polycomp Administrative Services, Inc. is headquartered in Roseville, United States, in the North America region.
How does Polycomp Administrative Services, Inc. make money?
Five revenue lines are on record. Plan Administration Services are the primary driver. The others are actuarial Services, 3(16) Fiduciary Services, plan Documentation Services and client Onboarding Services.
Who are Polycomp Administrative Services, Inc.'s main competitors?
Broad incumbents on record are John Hancock Retirement Plan Services, Empower Retirement, Voya Financial, Ascensus, Principal Financial Group, Schwab Retirement Plan Services, Vanguard Retirement Plan Services and Fidelity Workplace Services. Direct peers are Paychex Retirement Services and ADP Retirement Services.
Does Polycomp Administrative Services, Inc. have an API?
No public API is recorded for Polycomp Administrative Services, Inc..
What industry is Polycomp Administrative Services, Inc. in?
Polycomp Administrative Services, Inc.'s product category is Retirement Plan Administration. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAD, Retirement Income Planning & Decumulation Advisory. Its NAICS code is 524292 and its SIC code is 8742.