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From the Desk of the President: A Time of Reflection…

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. However, the start of a new year seems a particularly appropriate time to reflect on the past and consider what’s ahead. First and foremost, our thoughts turn towards those who have made our success possible: our associates, our advisor-partners, our clients and participants and our business partners. NWPS has welcomed more than 80 new clients in 2022 representing tens of thousands of new participants and millions of retirement savings dollars. We sincerely thank all of those who have put their trust and faith in NWPS. We will not let you down. Looking forward, 2023 promises to be an exciting, dynamic time for NWPS. We have made several additions to senior staff. Our reach and industry visibility are on the rise. We are working hard on new initiatives, including a variety of new managed account solutions, PEP launches, in-plan retirement income protection and SECURE 2.0 compliance and opportunities. It will be a busy year indeed. Our ownership by Raymond James continues to pay dividends. With their investment, we have increased staff, further strengthened our cybersecurity protection and enhanced our

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