Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support. At NWPS, advisors and their clients are the decision makers. We handle plan operations, participant service and compliance services to 1,100+ companies with 515K+ participants and $47 billion in retirement savings. We are an independent firm and are not in the investment advisory business. 

Retirement

NWPS

NWPS' headquarters in Seattle, WA, United States

Harley Spring

Robert Dent

Rebecca Taber

Tom O'Brien

Winnie Ngan

Marco Marusic

Qka Thomas J. Rouse Mba, Qpfc, Qkc

Petra G.

Matthew Digan

Jim Overton

Elliot Sims

The Analyst Team at NWPS specializes in handling and optimizing retirement plan operations, participant services, and compliance for over 1,100 companies. This team conducts detailed data analysis, ensures regulatory compliance, and provides critical insights to improve plan efficiency and support proactive decision-making for clients and advisors.

Analyst Team

The Business Development and Communications team at NWPS is responsible for expanding the company's client base and strengthening relationships with existing clients through strategic outreach and targeted communications. They develop and execute marketing strategies to promote NWPS's retirement plan services, coordinate with different regions to ensure a cohesive approach, and create communication materials that effectively convey the firm's value proposition. This team plays a crucial role in driving business growth and enhancing client satisfaction.

Business Development and Communications

The Leadership Team at NWPS drives strategic direction, ensuring excellence in plan operations, participant service, and compliance services. Comprising top executives like the Vice President, COO/CTO, President/CEO, and various VPs, this team focuses on aligning company goals with client and advisor needs, fostering proactive support, and maintaining high standards for servicing retirement plans.

Leadership Team

The Operations Team at NWPS is responsible for overseeing the efficient execution of retirement plan operations, ensuring participant services run smoothly, and maintaining compliance with industry regulations. This team handles day-to-day plan administration, participant inquiries, and client support to ensure seamless service for our 1,100+ companies and their 515K+ participants. They manage critical aspects such as plan setup, contributions, distributions, and regulatory reporting, delivering proactive support that aligns with the clients' needs.

Operations Team

The Actuarial and Consulting Team at NWPS specializes in providing expert actuarial analysis, financial modeling, and strategic consulting services for retirement plans. Comprising highly skilled actuaries and consultants, the team supports plan design, risk management, and compliance, ensuring optimal retirement solutions for 1,100+ companies and their participants.

NWPS

Org chart

Teams

Analyst Team

Business Development and Communications

Leadership Team

Operations Team

Actuarial and Consulting Team

Offices

NWPS

Org chart

Teams

Analyst Team

Business Development and Communications

Leadership Team

Operations Team

Actuarial and Consulting Team

Offices

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