From compliance, investment due diligence and administration to employee education, plan-level benchmarking and fiduciary audits, Benefits Partners’ ongoing retirement support gives your clients a distinct advantage in attracting and retaining top talent and positioning employees for long-term financial stability.

Independent from any particular manufacturer or plan provider, we give you and your clients access to intelligent management tools and a full spectrum of products in the marketplace, including:

  • 401(k)
  • 403(b)
  • Defined benefit
  • SEP
  • SIMPLE
  • Solo(k)
  • Profit sharing

Process-driven services help ensure that plan participants are educated to make sound investment decisions.

Through NFP’s owned entity, Retirement Plan Advisory Group, Benefits Partners built an exceptional platform of strategies, systems and services for qualified plan advisors. Investment reporting tools, an online request for proposal system, personalized client websites, presentations, templates and marketing materials can help you create an institutional-quality, repeatable sales and service process.


Executive Benefits

Benefit from direct access to NFP Executive Benefits, the largest independent executive benefits provider in the United States. They’ll partner with you to properly design, implement and administer executive benefits plans for corporations, banks or nonprofits, using customized consulting, plan design, funding, administration and personalized service.

Specialties:

  • Nonqualified plan consulting and administration
  • Bank-owned life insurance sales support and administration
  • Institutional funding solutions
  • Executive life and disability insurance
  • Compensation consulting for executives and boards of directors

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