Skip to main content Go to Online Banking

Who We Are About Us

 An Enterprise You Can Rely Upon

Each plan we work on is assigned a single point of contact for the employer. This avoids confusion and provides the highest quality of service to our clients. Our associates are specifically trained to work on retirement plans and go through recurring training each year. Through both internal and external continuing-education courses, our associates stay abreast of current regulations to ensure your plan is being administered in the most accurate and efficient manner. When an associate is scheduled to be out of the office, he or she will have a cross-trained backup associate to ensure your questions are answered timely and accurately. 

All of our clients’ year-end plan compliance work is cross-checked by a Manager or higher level associate to maintain our standard of accuracy.  This ensures the work is done accurately the first time based upon the data provided to our company. We have always prided ourselves in excellent client service and this shows in the number of advisors, accountants and attorneys who put their trust in us to work with their clients!

We have the following level of individuals on our team at National Associates, Inc.:

  •     Director, Retirement Plan Services
  •     Manager, Retirement Plan Services
  •     Relationship Manager, Retirement Plan Services
  •     Senior Retirement Plan Consultant
  •     Senior Defined Benefit Plan Consultant
  •     Employee Benefits Supervisor
  •     Retirement Plan Consultant
  •     Operations Consultant
  •     Administrative Support
Some content requires Adobe Acrobat Reader to view.