Retirement Plan Services

small group of employees at a meeting

We’re here to make it easy. And have all the help you need, including a complete support staff.

We’ll maximize value for both your business and employees, assisting with the design, implementation, education and administration of qualified retirement plans

Plan Design and Implementation

We'll work closely with you to develop and implement a retirement plan that makes sense for both your business and employees.

401(k) Plan Administration

401(k) plans made simple.

We’ll help design the 401(k) that works best for your business and employees. And make the administration of the 401(k) simple, performing recordkeeping services for employees and providing detailed reports to you.

Here’s how we’ll help:

  • Tracking Account Balances and Investment Elections
  • Regular Statements of Contributions and Earnings
  • Communication with Investment Providers
  • Preparation of IRS 1099 Tax Forms

With our services, you choose what investments work for your needs.

Participant and Education Center

A successful retirement plan needs well-informed employees.

We’ll provide your employees with the information they need to understand their benefits and make smart decisions for their retirement.

Northwest can provide:

  • Pension Income Estimates
  • Retirement Account Summaries
  • Benefit Summary Letters
  • All Encompassing Benefit Statements

Interested in having an informational meeting to provide employees with additional information tailored to their benefit plan? We’ll happily assist you.