Willis Towers Watson

Capital Strategies is backed by a longstanding organization of experienced people, exceptional products, and a realistic, needs-based approach to financial strategies. We are committed to helping you meet your financial needs: protecting your family or business, building predictable retirement income, and knowing you will be financially prepared for the future. Our leadership team has over 60 years of combined experience in the industry, we remain committed to the core values our firm was built upon, and we leverage our strength to deliver superior value to all our financial professionals and their clients. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

National Plan Administrators is a licensed and bonded third-party administration company that specializes in assisting employers with fringe benefit plans. Founded in 1985, the company performs compliance testing. It interfaces with more than 100 vendors on a daily basis and performs over 100,000 transactions monthly by remitting retirement contributions to vendors. National Plan Administrators offers claims processing and reimbursement solutions. The company provides administrative services for Section 125 Cafeteria Plans, 403(b)/403(b)(7)/Roth 403(b) Plans, and COBRA Administration. In addition, it offers remitter and flexible spending account administration services. National Plan Administrators assists with the instantaneous reimbursement of out-of-pocket medical expenses and online access to account balances and activities.