About Us

National Associates, Inc. is an independent third party employee benefit plan administration firm that has been providing quality services since 1946. We are committed to providing clients with the highest quality administrative, recordkeeping and consulting services. Our professional staff includes actuarial, legal, accounting and consulting personnel, all of whom have extensive experience with all types of employee benefit plans and membership in the major professional societies. NAI is a professional firm with 70 years of experience and many long-term client relationships, some of which have extended over more than 65 years.

National Associates, Inc. utilizes teams consisting of a consultant, a reviewer and an analyst. Our staff that supports them is experienced and has a high degree of expertise. A recent review of our staff showed that the average period of employment with National Associates was 17 years and our staff averages 25 years of retirement industry experience. As employee benefit plans become more complicated and subject to more regulations, it is important that you have the utmost confidence in the firm with which you are working.

We have a long history of service to a wide variety of clients, including professional and publicly traded corporations, closely-held companies, financial institutions and various trade associations. This experience gives us insight into our client's problems and how they may best be solved. Each plan or program is designed specifically to meet the individual client's needs. As an independent firm we are free to search out and recommend the best solution for our client's needs.

NAI maintains a client management and project tracking system so that we can provide flexible, timely recordkeeping and administrative services on a cost effective basis. We are committed to providing quality services on a timely, professional basis and delivering an excellent customer experience.