Introduction
Northwest Plan Services, Inc.
www.nwp401k.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #31 | $27,900 | |||
401(k) | $23,699 | |||
403(b) | $283 | |||
457 | $939 | |||
NQDC | $123 | |||
All Other | $2,856 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #36 | 306,305 | |||
<$10MM | 43,045 | |||
$10MM – $50MM | 58,661 | |||
>$50MM – $200MM | 50,165 | |||
>$200MM – $1BMM | 43,568 | |||
>$1B | 110,866 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Financial Engines; ProNvest; Russell ARA |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni / Relius |
---|
*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |