NWPS News, Raymond James, Service Model
From the Desk of the President
It has been 6 months since NWPS officially became part of the Raymond James family of companies, and consistent with our initial messaging, it has bee...
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We provide retirement plan recordkeeping, administration, actuarial, consulting, compliance and participant services to over 1,000 companies with 400,000 participants and $35 billion in retirement savings. We are an independent firm and are not in the investment advisory or trust business.
Our Approach
It All Starts With A Conversation
Understanding our clients’ history, goals, challenges and constraints allows us to implement plans that meet each client’s specific needs. This is the foundation for long term success.
Helping Your Participants
Their Success Is Our Success
We have the experience to know what works. A combination of plan design, web/mobile tools, live call support, financial wellness tools and personalized outreach to help participants achieve their personal financial goals.
Operational Excellence
We Are All About Details
Doing things right the first time. Continuous, significant, measurable improvement in cost, quality, speed and service is what we specialize in. Our clients won’t have it any other way.
Dedicated Integrated Team
Each client has a dedicated and integrated team. They start with the implementation and stay in place to guarantee high quality service and continuity. We have no silos at NWPS.
Obsessed With Pennies
In the business of 401k record keeping things are either right or they are wrong. Every account is balanced to the trust each and every night, to the exact penny.
Data Protection
NWPS places high priority on protecting plan and participant data, accounts, and funds from fraud or misuse. Participant data is only used for recordkeeping, not cross-selling.
Latest Posts
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NWPS News
NWPS Adds to Its Business Development Team with Industry Professional Mike Cohen AIF
NWPS is pleased to announce the appointment of Mike Cohen as Director of Advisor Relations. Mr. Cohen comes to NWPS with over 15 years of retirement i...
Read More401(k), Advisors, Fiduciary, Participant, Participant Data, Recordkeepers
Recordkeeper consolidation may be coming, but don’t squeeze the participant!
The idea that a recordkeeper should “monetize” participants is appalling. George and Abigail Revoir of AMRev Consulting, writing in the November 4...
Read MoreCulture, Life, Recordkeepers, Service Model
Just Say No – to Silos
Why intelligent minds like Steve Jobs and Elon Musk reject silos. NWPS competes with the largest of 401(k) vendors. We frequently go up against Vangua...
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