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From the Desk of the President

Our President gives an update on the Raymond James acquisition.

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 been business as usual. NWPS continues to welcome new clients monthly, continues to adhere to our “no solicitation” policy of either plan sponsors or participants and has no plans to introduce Raymond James products or advisors to our clients. We have not changed our service model nor reduced staff.

On the contrary, we have increased headcount over the last 6 months. We are also in the midst of an IT transition which will further enhance our cybersecurity capabilities and add more layers of protection for our clients and their participants.

More visibly, we have rolled out and (already) enhanced a new retirement readiness tool on the participant website called iJoin. We’re getting great feedback from participants. We have found that once a participant goes through the experience, they often return multiple times to review and tweak their retirement strategy —- which is exactly what we like to see. We’ve also added nearly two dozen short, BrainShark-like videos on everything from The Power of Compounding to The Cost of Waiting. Take a preview here. More enhancements in the vein of financial wellness are forthcoming. We can’t wait to show you what we’ve been working on!

Most importantly, we continue to deliver exceptional, customized (not homogenized) service to each and every one of our clients and their participants every day. Interestingly our “independent” nature and mindset pairs perfectly with that of Raymond James. Both organizations share this key attribute and put the needs of clients and their advisors above all else.

As always, thank you for your continued support. Please let us know how we can help or if you have any questions or concerns.

Tim Wulfekuhle | President & CEO