National Associates, Inc.
Your Strategic Partner with Personalized Service
Consulting, Designing, Installation and Administration
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
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.
Who We Are
Who We Are
National Associates, Inc. staff members are specifically trained to work on retirement plans and go through recurring training each year.
Company History
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.
Meet the Team
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.
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
