Future Capital and Banco Popular de Puerto Rico Join Forces to Enhance Retirement Solutions
Future Capital, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, and Banco Popular de Puerto Rico (“Popular”), a prominent and trusted financial institution based in San Juan, Puerto Rico, are thrilled to announce that Popular will leverage Future Capital’s advanced digital tools, customized 401(k) managed account solutions, and personalized guidance services with their advisors, plan sponsors, and plan participants across Puerto Rico and the United States.
- Future Capital, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, and Banco Popular de Puerto Rico (“Popular”), a prominent and trusted financial institution based in San Juan, Puerto Rico, are thrilled to announce that Popular will leverage Future Capital’s advanced digital tools, customized 401(k) managed account solutions, and personalized guidance services with their advisors, plan sponsors, and plan participants across Puerto Rico and the United States.
- Fiduciary Responsibilities - Operating as a participant-level 3(38) fiduciary, Future Capital curates and optimizes diversified portfolios for each participant, drawing from the funds available in the retirement plan.
- Additionally, Future Capital will implement the portfolio on the participant’s behalf, guided by the investment strategy recommendation generated through the Retirement Planning Tool.
- "We are thrilled to embark on this collaborative journey alongside Banco Popular de Puerto Rico," expressed Jay Jumper, Future Capital Founder and CEO .