Future Planning Associates, Inc.




 

About Us

FPA is a New England based consulting firm established in 1974, specializing in the design, implementation, and administration of tax-qualified Retirement Plans, Cafeteria Plans and Health Reimbursement Arrangements (HRA).

You will receive the personal attention of our highly qualified and trained staff. We value the loyal relationships established over the years with our clients and with our broader professional community. We will forge a strong working relationship with your investment and financial advisors and act as a cornerstone for good communication and excellent results.

Our People

FPA Managing Partners
Future Planning Associates, Inc. - Managing Partners

At FPA, our trained Administrators have received the highest certification in their field from the American Society of Pension Professionals & Actuaries (ASPPA). The depth of the FPA staff, along with their technical expertise and creativity has made us the premier benefits consulting and administrative firm in northern New England. We are proud of our innovative and dynamic workforce.

Our Staff

Marilyn Jae Lehto, ERPA, QPA, QKA, President, Senior Pension Administrator
Marilyn Jae Lehto, ERPA, QPA, QKA
President, Senior Pension Administrator


Phone: 802-857-0690
Fax: 802-857-0710
M. Jae Lehto, President, Senior Pension Administrator, a shareholder and director of Future Planning Associates. She began her pension career with Union Mutual in 1971 in Los Angeles and San Francisco, continuing with M. Valentine Miller Associates, Hackett and Company, and National Life of Vermont, before joining Future Planning Associates in 1981. Jae holds the QKA, Qualified Pension Administrator (QPA) and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Daryl R. Straw, ERPA, CPC, CEBS, Senior Vice President, Senior Pension Administrator
Daryl R. Straw, ERPA, CPC, CEBS
Senior Vice President, Senior Pension Administrator


Phone: 802-857-0699
Fax: 802-857-0719
Daryl R. Straw, Senior Vice President, Senior Pension Administrator, a shareholder and director of Future Planning Associates. Daryl is a graduate of the University of Vermont with a B.S. in Mathematics. He has earned the Certified Pension Consultant (CPC) and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries. Daryl has twenty years of experience in retirement plan administration and consulting.
Dave Davis, Senior Vice President, Consultant
Dave Davis
Senior Vice President, Consultant


Phone: 802-857-0684
Fax: 802-857-0704
A. Dave Davis, Senior Vice President, a shareholder and director of Future Planning Associates, serving as a Cafeteria and Retirement Plan Consultant. Prior to joining Future Planning Associates in 1988, he was with Prentice-Hall, a division of Simon & Schuster Professional Information Group for thirteen years.  Dave received his B.A. from Ottawa University.
Erin R. Helmken, ERPA, CPC, Senior Vice President 
Erin R. Helmken, ERPA, CPC
Senior Vice President


Phone: 802-857-0687
Fax: 802-857-0707
Erin R. Helmken, Senior Vice President, Senior Pension Administrator, a shareholder and director of Future Planning Associates. She graduated from the University of Vermont with a B.S. in Mathematics and minor concentration in Accounting. Her M.S. in Administration is from Boston University’s graduate program in London, England. In addition to passing three actuarial exams, Erin has earned the CPC, QPA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries. Erin has sixteen years of experience in retirement plan consulting and administration.
Mark Shedd, CLU, ChFC, FLMI, ACS, AIAA - Senior Pension Consultant 
Mark Shedd, ERPA, QPA, CLU, ChFC, FLMI, ACS, AIAA
Senior Pension Consultant


Phone: 802-857-0688
Fax: 802-857-0708
Mark Shedd, Senior Pension Consultant, joined Future Planning Associates in 2011 after 26 years of qualified plan experience with National Life Group in Montpelier, VT. Mark received his B.A. from St. Anselm College, and holds the CLU, ChFC, FLMI, ACS and AIAA designations.
Lesley C. Alexander, ERPA, QPA, Senior Pension Administrator
Lesley C. Alexander, ERPA, QPA
Senior Pension Administrator


Phone: 802-857-0681
Fax: 802-857-0701
Lesley C. Alexander is a Senior Pension Administrator who joined Future Planning Associates in 1997 with 11 years of experience as a pension analyst, most recently with National Life Insurance Co., and previously with Hooker & Holcombe, Inc. and KLM Plan Services (both in Connecticut). She received her B.S. in Mathematics from the University of Vermont and is a Qualified Pension Administrator. Lesley has also received her QPA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Shanne Lovely, ERPA, QPA, QKA, Senior Pension Administrator
Shanne Lovely, ERPA, QPA, QKA
Senior Pension Administrator


Phone: 802-857-0691
Fax: 802-857-0711
Shanne Lovely is a Senior Pension Administrator who joined Future Planning Associates in 1995.  Her degree in business is from Champlain College. Shanne has completed the requirements for the QKA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Sally Kimball, ERPA, QPA, QKA, Senior Pension Administrator
Sally Kimball, ERPA, QPA, QKA
Senior Pension Administrator


Phone: 802-857-0689
Fax: 802-857-0709
Sally Kimball is a Senior Pension Administrator who brought her benefits and HR experience to Future Planning Associates in 2000. She received her B.A. from St. Lawrence University. Sally has completed the requirements for the QKA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Shelly M. Duval, ERPA, QPA, QKA, Senior Pension Administrator
Shelly M. Duval, ERPA, QPA, QKA
Senior Pension Administrator


Phone: 802-857-0686
Fax: 802-857-0706
Shelly M. Duval is a Senior Pension Administrator who provides account reconciliation, report generation and presentation, data entry, data management and document production. Shelly has completed the requirements for the QKA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Marie L. Nistico, ERPA, QPA, Senior Pension Administrator
Marie L. Nistico, ERPA, QPA
Senior Pension Administrator


Phone: 802-857-0694
Fax: 802-857-0714
Marie L. Nistico is a Senior Pension Administrator who provides account reconciliation, report generation and presentation, data entry, data management and document production. She received her Associates in Accounting from Champlain College. Marie has completed the requirements for the QKA and Enrolled Retirement Plan Agent (ERPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
AnnMarie Jermy, QKA, Pension Administrator
AnnMarie Jermy, QKA
Pension Administrator


Phone: 802-857-0682
Fax: 802-857-0702
AnnMarie Jermy is a Pension Administrator who joined Future Planning Associates in 2010. She received a B.A. in Economics from St. Lawrence University in 2007 and holds the QKA designation from the American Society of Pension Professionals and Actuaries (ASPPA). She provides account reconciliation, report generation and presentation, and daily valuation management.
Belinda Davison, Manager, Cafeteria Plan and HRA Administrator 
Belinda Davison
Manager, Cafeteria Plan and HRA Administrator


Phone: 802-857-0685
Fax: 802-857-0705
Belinda Davison is the Cafeteria Plan and Health Reimbursement Arrangement (HRA) Manager and Plan Administrator who joined Future Planning Associates in 2002 with a background in administration. Belinda received her Associates degree from Champlain College.
Nancy Murray, Cafeteria Plan and HRA Administrator
Nancy Murray
Cafeteria Plan and HRA Administrator


Phone: 802-857-0693
Fax: 802-857-0713
Nancy Murray is a Cafeteria Plan and Health Reimbursement Arrangement (HRA) Plan Administrator who brought her background in benefits and insurance to Future Planning in 2004. Nancy attended the College of Boca Raton.
Christine Leahy, Cafeteria Plan and HRA Administrator
Christine Leahy
Cafeteria Plan and HRA Administrator


Phone: 802-857-0700
Fax: 802-857-0720
Christine Leahy is a Cafeteria Plan and Health Reimbursement Arrangement (HRA) Plan Administrator who brought her background in banking and administration to Future Planning 2011.  Chris received her B.S. from Westfield State University.
Victoria B. Powers, Manager of Information Systems
Victoria B. Powers
Manager of Information Systems


Phone: 802-857-0696
Fax: 802-857-0716
Victoria B. Powers is Manager of Information Systems, having joined Future Planning in 1986. Vicki began her information systems career in 1982 with Western Union Telegraph, and later with Entre Computer Center. She received her B.A. from the University of Vermont.
Shelly Bistram, Office Manager
Shelly Bistram
Office Manager


Phone: 802-857-0697
Fax: 802-857-0717
Shelly Bistram, Office Manager, recently joined Future Planning Associates. She holds an A.S. degree in Business Management as well as B.A. in Accounting from Champlain College. Shelly brings with her over 20 years of experience in the day to day running of business offices and the full range of accounting most recently as Controller.

 

 
Website Logon Links
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Link to Cafeteria/125 Plan Administration Logon
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Contact Us

600 Blair Park Road
Suite 331
Williston, VT 05495-0905

phone: (802) 878-6601
fax: (802) 878-9455

info@futureplanningassoc.com

Our Affiliations

ASPPA Member

Proud Member Vermont Business for Social Responsibility 
Vermont Bankers Association 

                                   
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