Who We Are

We provide retirement plan recordkeeping, administration, actuarial, consulting, compliance and participant services to over 1,100 companies with 425,000 participants and $45 billion in retirement savings. We are an independent firm and are not in the investment advisory or trust business.

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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.

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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.

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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.

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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.

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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.

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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.

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Latest Posts

Follow our blog for insights and news about our company, the industry and changes in laws. View All Posts

NWPS News, Raymond James, Uncategorized

In a business that often moves glacially and at other times, very swiftly, we are constantly taking stock, adjusting the sails, fine tuning our course...

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Events, NWPS News, Recordkeeper Acquisitions, Uncategorized

NWPS recently sponsored the Advisor2x Wealth@wor(k) conference in Las Vegas, NV. After months of preparation and planning, Bryant Lester, Meg Swoboda,...

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Client Satisfaction, Life, Recordkeepers

This past week, NASA unveiled images from the James Webb Space Telescope. These pictures have delighted, awed, and amazed us with images of deep space...

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Events, Fiduciary, Life, NWPS News

Several hundred retirement plan industry professionals gathered in Austin, Texas last week to discuss the latest trends and important topics impacting...

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