NWA works closely with plan sponsors and their professional advisors to establish and/or maintain customized retirement programs for both defined benefit and defined contribution plans.  Our services include:

• Electronic employer reporting
• Participant account maintenance
• Benefit calculations
• Payment disbursements
• Annual report preparation
• Employer payroll audits

Investment Flexibility

Investment management services for fixed income portfolios are available in-house and are custom-tailored to the individual investing philosophy of each plan.

Participant Communications

Our representatives take pride in communicating effectively with participants. Representativesconduct frequent employee meetings to explain plan provisions or recent plan changes. They also meet with individual participants and their spouses to assist with retirement planning and to review personalized benefit projections and options.

 

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