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Raymond James

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