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National Associates administers qualified retirement plans and provides other complementary services.

Retirement Plans

Specialized Services

Traditional 401(k)
Safe Harbor 401(k)
Profit Sharing
Cross Tested Profit Sharing
Defined Benefit
Cash Balance - New Plans
Plan Amendments & Restatements
IRS Plan Audit Assistance
QDRO Reviews
Plan Termination Filings
Actuarial Studies
Divorce Valuations

For complete details, please see the Comparison of Retirement Plans on our Information page.

National Associates assigns support staff to clients. Each client has two primary contacts. One principally works with the client in the design, installation, and communication of the plan. The second contact provides continuing administrative support. The primary contact coordinates with other office staff to assure their familiarity with the plan. In this manner, more than two individuals can assist a client in person or by phone. We want our clients to receive prompt attention.


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Material Copyright © 1997-2006 National Associates, Inc., N.W.