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Selecting a Plan That's Just Right

& Avoiding the Hassles

National Associates develops premiere pension and retirement plan solutions for the business community based in the Northwest.

Effective planning for retirement requires close attention. Whether for employers who sponsor a plan or for employees who participate, the initial design, seamless implementation, and ongoing administration lay the groundwork for a successful outcome.

Retirement and retirement plans each represent a unique set of challenges. It's natural to have concerns, and that's where National Associates plays an all-important role. We have developed solutions to the retirement plan challenges faced by the business community in the Northwest since 1968.

The National Associates advantage includes experience, knowledge, best practices and people. Each day, National Associates provides these resources and responsiveness to meet sponsor objectives. As a result, we have produced an enviable record of accomplishments with retirement plan design, recordkeeping, and administration.

  • 401(k) the "Hottest" Benefit Plan in Town.

    A 401(k) plan is a special type of profit sharing plan that is flexible and enormously popular. Like a traditional profit sharing plan, a 401(k) plan allows employees to choose whether to receive a portion of their income in cash, fully taxable, or to defer receipt of income, and payment of taxes on the income, until retirement.

  • Contribution Limits to 401(k) Plans

    No less than three separate sections of the Internal Revenue Code limit contributions made to 401(k) plans. And of course, each of these code sections are different. Visit our knowledge pieces.
     

  • Safe Harbor 401(k) Plans

    A 401(k) plan permits employees to elect to contribute a portion of their compensation (an "elective deferral") to the employer’s retirement plan rather than receiving the compensation. Visit our knowledge pieces.
     

  • Large Plan Audit Guidelines

    Complying with the U.S. Department of Labor (DOL) regulations results in
    significant plan administration and accounting fees on large retirement plans. Visit our knowledge pieces.
     

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