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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 four enrolled actuaries, 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 more than 65 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, an actuary, and an analyst. Our staff that supports them is experienced and has a high degree of expertise. As an example, our 4 enrolled actuaries average 25 years of experience in retirement and employee benefit consulting. A recent study of our staff showed that the average period of employment with National Associates was 9 years for all employees and among the actuaries and consultants, the average was almost 13 years. 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 an extensive state-of-the-art computer system so that we can provide flexible, timely recordkeeping and administrative services on a cost effective basis. We have a commitment to timeliness and utilize a computer system (account information management), which tracks our work on a daily basis.