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What Advisors Are Saying About Us

Our great thanks to the NWPS team for a seamless plan transition. It’s been a real pleasure to partner with you. Your conversions team is wonderful – thorough, responsive, on the mark at every step along the way. Thanks to all! 

A satisfied financial advisor, 2022

At the beginning of this year, our firm had 11 plans with NWPS and $50 MM in assets under management. My colleagues had spoken highly of you and your conversion process – and they were right. Since my joining the firm, I have proceeded with four new conversions to NWPS for record keeping services. We have two more plans in the queue, and now consider NWPS our go-to provider for record keeping and full-service plans. Your conversions team has been extremely professional, demonstrated a high comfort level dealing with the unique needs of our plan sponsors. Most importantly, have set realistic and deliverable conversion timelines.

A satisfied financial advisor, 2022

I finally got to reading your proposal cover-to-cover. I really like how your firm lays out the proposal like an RFP response and is transparent with your platform, insurance coverage and trust/investment services.

A satisfied financial advisor, 2022

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