DRESHER, PA — FuturePlan by Ascensus has appointed Grant Livingston as vice president and sales consultant, expanding its retirement plan distribution operations across Connecticut, Rhode Island and western Massachusetts as the firm seeks to strengthen relationships with financial advisors and employer-sponsored retirement plans.
Livingston will work with financial advisors, employers and plan sponsors to develop retirement plan business and provide consulting and administration solutions throughout the three-state territory.
The Dreshers-based organization, part of Ascensus, provides retirement plan consulting and administration services to financial advisors, recordkeepers and plan sponsors.
Livingston brings experience in retirement plan sales, business development, recordkeeping and advisory services. His responsibilities will include helping financial advisors expand their retirement plan practices and assisting employers with plan administration and related services.
“His deep industry expertise, consultative approach, and strong relationships across the New England market position him to help advisors and plan sponsors navigate complexity,” said Kasey Price, president of FuturePlan.
The appointment extends FuturePlan’s regional sales coverage as it competes for retirement plan administration and consulting business through relationships with financial intermediaries and employers.
Livingston serves on the Connecticut Retirement Security Advisory Board and is an appointed member of the Town of East Lyme Pension Board.
He holds a bachelor’s degree in psychology from Charter Oak State College and a master’s degree in research, measurement and quantitative analysis from Southern Connecticut State University.
FuturePlan operates within Ascensus while maintaining a separate operating model focused on retirement plan consulting and administration.
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