Business_Wealth Management

FuturePlus 401(k)

  • It's never been easier to plan your future.

    FuturePlus uses Dynamic Asset Allocation to help take the guesswork out of choosing the correct funds for your 401(k) or IRA investments.

    Dynamic Asset Allocation
    • Is a disciplined, proven approach to investment management
    • Determines appropriate investment allocation between stocks, bonds, and money market funds
    • Maximizes return for every level of risk tolerance
    • Actively rebalances investment allocation based on current economic conditions and market expectation
    • Provides the greatest impact on portfolio performance; even more than security selection or market timing
    • Features five distinct Risk Portfolios which means customized investment management always within specified risk level

    FuturePlus is more than just a 401(k) plan. It's an ongoing education process. Your FuturePlus team works with you to provide the information you need to be comfortable with your plan as you maximize your investments. This is our commitment to you for the entire time you participate, not just the day you sign the enrollment forms. At FuturePlus, we strive to make your life easier. We realize that, even though you want the best retirement program, you don't have the time or information needed to choose the combination of investments that match your needs and comfort level. We do and we have for years. Along the way, our investment experts have amassed a wealth of experience and developed a highly selective screening process for our mutual fund options and various Asset Allocation Portfolios. What does that mean for you? We will help you assess your needs and retirement goals through a brief questionnaire and face-to-face meetings. You will then be able to choose one of the five asset allocation models best suited for you:

    • Aggressive
    • Growth
    • Moderate Growth
    • Conservative Growth
    • Conservative

    It's that simple, and you have the flexibility to adjust to a different model anytime your future needs change. For more information call 1-800-881-PLUS(7587) or (601) 969-PLUS(7587) in the Metro Jackson calling area. Or e-mail us at