DRESHER, PA — FuturePlan by Ascensus has added three sales consultants in California, New England, and Texas as retirement plan providers compete for advisor relationships and regional market share in a growing but increasingly competitive retirement services industry.
The appointments place Ryan Moore in the Los Angeles and Hawaii markets, David Gunning in New England, and Scott Dozier in the Houston region, expanding FuturePlan’s distribution and advisor support network in areas the firm identified as strategic growth markets.
The hires reflect continued competition among retirement plan administrators, recordkeepers, and consulting firms seeking to deepen relationships with financial advisors and plan sponsors, which remain critical sources of new retirement plan business.
Moore joins FuturePlan after serving in advisor engagement and business development roles at Newport, an Ascensus company. He brings more than two decades of experience in the retirement services sector and will report to Jeffrey Cricenti, divisional vice president for the North and West regions.
Gunning, based in the Boston area, has nearly 10 years of experience working with advisors, recordkeeping partners, and plan sponsors. He will report to Mark Wiggins, divisional vice president for the South and East regions.
In addition to his industry experience, Gunning serves on the board of the Western Pension & Benefits Council’s Seattle chapter, is a member of the Women in Pensions Network, and holds the CFP® designation.
Dozier will focus on the Houston market and advisor relationships throughout Texas. He brings more than 14 years of financial services experience working with advisors, business owners, and recordkeeping partners on retirement plan strategies.
FuturePlan President Kasey Price framed the hires as part of the firm’s effort to expand advisor-facing resources while maintaining an independent consulting model within Ascensus.
“Ryan’s long-standing relationships in the advisor community and his ability to translate complex needs into actionable retirement plan strategies make him a valuable addition to our team,” Price said.
Price also pointed to the importance of advisor relationships in New England and Texas, where retirement plan providers continue competing for business from financial advisors and employers seeking plan design and administration support.
FuturePlan operates as part of Ascensus while maintaining a separate retirement consulting business focused on plan design and advisory services. The company positions that structure as allowing it to leverage Ascensus’ scale and operational resources while preserving flexibility in retirement plan consulting.
Moore earned an associate’s degree in business administration and management from Georgia State University Perimeter College. Gunning holds a bachelor’s degree in finance from the University of Massachusetts Dartmouth, while Dozier earned a Bachelor of Business Administration in accounting and finance from the University of Houston.
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