It starts with a conversation to understand each clients’ specific needs. NWPS spends the time to understand your plan, your participants, your operational environment and your goals. This is the basis for long-term success.
Once we have this understanding of your plan, history and goals, we are ready to begin a conversation about how you would like to improve things. We will bring ideas and recommendations to all these aspects of the plan:
- Plan document audit
- Plan operations audit
- Plan design review and alternatives
- Plan operations review with recommendations and alternatives
- Participant retirement readiness evaluation & recommendations
- Participant communications and education review & recommendations
- Plan funding review and alternatives
- Compliance audit and ongoing compliance testing/plan
- All-in cost analysis
