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It begins with a meeting to get to know each client's particular needs. NWPS takes the time to get to know your strategy, your team members along with your operational setting and the goals you have set. This is the foundation for long-term success.
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Once we have a clear understanding of your plans as well as your history and goals and objectives, we can start a discussion about how you'd like to make improvements. We'll bring suggestions and suggestions to all of these areas of your plan:
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- Plan document audit
- Plan operations audit
- Plan design review and alternative options
- Review of operations plan including recommendations and options
- Participant retirement readiness assessment and recommendations
- Review of education and participation communications and recommendations
- Review of plan funding and alternative options
- Compliance audits and continuing compliance testing/plan
- Cost analysis that is all-in
It is likely that not everything will be discussed in the initial conversation However, these are the essential elements we seek to learn about to help you meet your objectives.
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