Partnership addresses growing need as retirement accounts represent over half of mass affluent household assets

Future Capital, a tech-enabled registered investment advisor (RIA) with over 20 years of specialized experience in retirement solutions, and Michigan-based financial services firm, Hantz Group (a Financial Services Holding Company), today announced their partnership, enabling Hantz advisors to better manage clients' held-away 401(k) assets. This collaboration comes at a critical time, as retirement accounts now represent 56% of financial assets for households with $100,000 to $2 million in investments.

By utilizing Future Capital Core, Hantz advisors can now provide professional 401(k) management services to their clients. This helps advisors integrate their clients' workplace retirement accounts with their comprehensive financial planning goals. This addresses a significant market need because while defined contribution plans hold $11.3 trillion in assets across 80 million participants, 97% of these participants may benefit from working with a financial advisor who can provide comprehensive guidance.

“The Future Capital partnership strengthens our ability to serve clients' retirement planning needs while aligning all of their finances with their planning goals,” said John Hantz, President and CEO of Hantz Group. “Given that more than half of household wealth is held in workplace retirement accounts, incorporating 401(k) management into our practice helps us provide more comprehensive financial guidance to suit their entire financial life.”

“It’s vital that advisors live up to their comprehensive financial planning description by not only managing the client assets they can easily access but also the ones that are held-away,” said Jay Jumper, Chief Executive Officer of Future Capital. “We’ve seen how this comprehensive approach benefits clients. Hantz and our other partner firms recognize this. As retirement accounts now represent 36% of all financial assets, advisors need effective tools to help clients make informed decisions about these critical investments.”

Future Capital's solution enables advisors to:

• Integrate 401(k) investments with clients' comprehensive financial goals
• Adjust investment strategies based on changing circumstances
• Access support tools and professional guidance
• Provide consistent oversight of retirement investments

This collaboration reflects growing demand for integrated retirement guidance across the wealth management industry. In addition to partnering with Hantz, Future Capital also recently began working with AssuredPartners Investment Advisors and Axos Clearing, and is now available via SS&C’s Black Diamond Wealth Platform. Learn more at https://www.futurecapital.com/for-advisors/held-away-401-k-asset-management.

About Future Capital

Future Capital is an industry-leading WealthTech firm with a superior 20-year track record. Our unwavering commitment lies in empowering individuals with advanced digital tools, customized 401(k) managed account solutions, and essential personalized guidance, enabling them to make well-informed decisions regarding their retirement assets. With a comprehensive range of retirement solutions, we serve as a trusted partner for stakeholders across the retirement value chain, from broker-dealers, large RIAs, and recordkeepers, to advisors, plan sponsors, and plan participants. For more information about our industry-leading solutions, please visit FutureCapital.com.

About Hantz Group

Hantz Group offers a comprehensive suite of financial solutions through their tiered planning services - from basic financial planning to advanced wealth management for high-net-worth individuals and businesses. The firm distinguishes itself through its integrated approach, offering clients access to investment management, tax planning, business consulting, and trust services all under one roof. With a focus on customization, Hantz tailors its globally diversified investment strategies across five risk-calibrated portfolios while providing ongoing monitoring and rebalancing to help clients stay aligned with their long-term financial objectives.

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By utilizing Future Capital Core, Hantz advisors can now provide professional 401(k) management services to their clients. This helps advisors integrate their clients' workplace retirement accounts with their comprehensive financial planning goals.