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Our History

National Retirement Services, Inc. ("NRS") is a leading third party administration firm offering retirement plan administration and recordkeeping services. NRS provides retirement plan services for thousands of qualified retirement plans throughout the United States. Our history began in 1923 with the founding of National Associates, which grew to be a leading national pension-consulting firm. Eventually, the firm expanded, was acquired by Dun & Bradstreet and operated under the name of Dun & Bradstreet Pension Services until 1996. NRS then operated independently with offices in California and North Carolina. In December 2016, NRS was acquired by Ascensus, the nation's largest independently owned retirement and college savings service provider.

Our Business

We design, install and administer qualified retirement plans. We offer our services primarily through qualified retirement plan professionals, and by establishing alliance partner relationships with financial institutions such as mutual fund companies, life insurance companies, banks, brokers/dealers and trust companies. Any recommendation we make concerning the design and administration of a retirement program depends on the customer's objectives and our extensive knowledge of plan regulations. To design a plan for a new customer we review the customer's organizational needs with the financial consultant involved. We take into consideration the structure of the company, existing retirement and employee benefit plans, if any, and the objectives of the employer. NRS provides comprehensive service for all stages of employee retirement benefit planning and administration

The Types of Retirement Plans We Provide Include:

  • 401(k) Plans
  • Profit Sharing - Including Age-Weighted and New Comparability (Cross-Tested Plans)
  • Money Purchase
  • Target Benefit
  • Defined Benefit (including Cash Balance Plans)

Why National Retirement Services, Inc.?

  • Premier provider of qualified retirement plan solutions.
  • Four offices nationwide.
  • Servicing over 2,500 plans.
  • Providing qualified retirement plan documents and plan administration to fulfill your needs: 401(k), Profit Sharing (including "new comparability" or "cross-tested"), Money Purchase, Target Benefit and Defined Benefit.
  • Plan sizes: 1 participant to 5,000 participants.
  • In-house ERISA Compliance Department and Actuarial Staff.
  • Experienced, knowledgeable Account Managers and Compliance Analysts.
  • Toll-free pre-sale support.
  • 48 hour proposal fulfillment (Defined Benefit & Customized plans may take longer).
  • Secure Web based portal to streamline consultant/client communication.
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