Professional Associations

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Strategic Partners
 


Each plan or program is designed specifically to meet the individual client's needs.

National Associates, Inc. is an independent third party employee benefit plan administration firm that has been providing quality services since 1946. We are committed to providing clients with the highest quality administrative, recordkeeping and consulting services.  Our professional staff includes enrolled actuaries, legal, accounting and consulting personnel, all of whom have extensive experience with all types of employee benefit plans and membership in the major professional societies. NAI is a professional firm with more than 65 years of experience and many long-term client relationships.

COMPREHENSIVE RETIREMENT PLANNING SERVICES INCLUDE:

  • Plan Design Consultation to be sure the employer’s needs and goals are met including maximizing contributions and benefits for key employees
  • Preparation of plan documents that meet the employer’s objectives and comply with all government requirements
  • Assistance with employee education and communication program, enhancing the understanding and appreciation of the plan by employees making the plan an effective employee relations tool
  • Actuarial, administrative and compliance services including testing, allocation of contributions and forfeitures, preparation of Form 5500, minimizing the involvement of employer’s staff, while meeting all the technical, legal and administrative requirements of qualified plans
  • Electronically link to an extensive list of mutual funds from various fund families among which participants can transfer money on a daily basis either electronically or via a toll-free number
  • Consultation regarding the provisions of new legislation and regulations and their impact on the plan

Call us today at 440.333.0222 and speak to a National Associates representative.