At Northwestern Wisconsin Associates, Inc., we develop customized retirement plans for employers who are setting up a new plan and those interested in reevaluating existing plans. We understand that a good retirement plan is an important benefit for attracting and keeping quality employees. We are prepared to provide you with the tools and expertise you need to implement and maintain such a plan.

As an additional benefit, NWA is an approved Third Party Administrator (TPA) in a 401(k) ALLIANCE PROGRAM with major Investment Firms in the retirement plan market. This allows us to work with the client's investment advisor and provide "Bundled Participant Record Keeping Services." To be able to work as an Approved TPA in this alliance program NWA has undergone a strict due-diligence review of our consulting and administration services. Click here for more information about the program

NWA provides services for the following types of Plans:

• Profit Sharing Plans
• Age-Weighted Profit Sharing Plans
• New-Comparability Profit Sharing Plan
• Employer Stock Ownership Plans
• Pension Plans
• 401(k) Plan

• Review of options for establishing a new plan or changing an existing plan
• Develop a Request for Proposal (RFP) for your firm, do the provider search and evaluation using acceptable industry standards and due-diligence
• Develop and evaluate employee surveys
• Develop ERISA Section 404(c) Compliance Program
• Create a Plan Investment Policy
• Train your Plan Investment Commitee
• Develop and implement Employee Education Program
• Review and define potential fiduciary liability issues and ways to minimize

• Plan Design
• Plan Documents
• Plan Investment Policy
• IRS Plan Submission
• Daily Valued Platform with "Bundled" Participant Investment Direction
• Eligibility, Contribution and Vesting Computations
• Compliance Testing
• Federal Filings
• Local Face-to-Face Services