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National Associates, Inc.

MAKING THE FUTURE BRIGHTER We design retirement plans and programs customized specifically to your company’s needs.

Since 1946, National Associates, Inc. has been driven to deliver custom solutions to our clients. As a third-party retirement plan administration firm, we are committed to providing high-quality consulting, recordkeeping and administrative services.

Our experienced staff includes credentialed accounting and consulting personnel, all with extensive knowledge of employee retirement plans. With more than 250 years of collective experience, our associates will guide you in creating the most efficient plan for your needs and back it up with the personalized service you deserve.

What We Do

SEE OUR SERVICES

What We Do

No matter the size or complexity of your company’s plan, National Associates, Inc. is qualified to help consult, design, install and administer your retirement program.

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Who We Are

VIEW OUR MISSION

Who We Are

National Associates, Inc. staff members are specifically trained to work on retirement plans and go through recurring training each year.

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Company History

LEARN ABOUT OUR LEGACY

Company History

National Associates, Inc., a division of Farmers since 2014, was established in 1946 and is driven to deliver custom solutions to our clients.

LEARN ABOUT OUR LEGACY

Meet the Team

GET TO KNOW US

Meet the Team

With more than 250 years of collective experience, our associates will deliver efficient plans for your company with the personalized service you deserve.

GET TO KNOW US

Comprehensive Retirement Services It all starts with a plan.

Plan Design Consultation

to ensure the employer’s needs and goals are being met, including maximizing contributions and benefits to key employees.

Assistance with Employee Education and Communications

to enhance the understanding and appreciation of the plan by employees, thereby making the plan an effective employee-relations and retention tool.

Consultation

regarding the provisions of new legislation and regulations and their impact on the plan.

Extensive List of Record Keeper Platforms

for various fund families from which the employer may choose.

Participant Vesting, Loan and Withdrawal

processing services.

Preparation of Plan Documents

that meet the employer’s objectives and comply with all government requirements.

Fulfillment of Mandatory Plan Notices and Disclosures

and assistance with notifying the employer of upcoming enrollment dates and automatic enrollments.

Actuarial, Administrative and Compliance

services, including anti-discrimination testing, preparation of mandatory governmental filings, allocation of employer contributions and forfeitures while minimizing the involvement of employer’s staff and meeting all the technical, legal and administrative requirements of qualified plans.

Professional Affiliations

American Retirement Association logo

ASPPA logo

NTSA logo

Women In Pension logo

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