Services Provided

  • Customized Plan Design
  • Third Party Administrator Review and Selection
  • Portfolio Management
  • Primary Point of Contact for the Institution
  • Servicing and Review of Benefit Programs
  • Carrier and Custodial vetting and review for most appropriate fit.
  • Establishing a Fiduciary, if necessary
  • Board Education and Reviews
  • Employee Education and Reviews
  • Linking primary benefits together in efforts to make understanding the offering and reporting clearer and concise for those employees responsible for its dissemination.

NFA INSTITUTINAL SERVICES has access to many different solutions:

  • LPL Financial Custodial Services
  • Charles Schwab
  • TD Ameritrade
  • American Funds (Capital Group)
  • Nationwide
  • PayChex
  • Transamerica
  • Empower
  • Nationwide
  • And Many Others

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