Qualified Planning

Northwestern Mutual is committed to developing an enduring relationship with those it serves, along with innovative solutions for company sponsored retirement plan. Our team provides expert guidance, access to top quality platform providers and the confidence that your employees are well served.

Specifically we serve plans in the following capacity:

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Fiduciary Support
Our team approaches client services with a fiduciary mindset based on the objectives and needs of the plan and its participant and beneficiaries.

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Investment Support
We independently evaluate and monitor the plan’s investment options considering a variety of quantitative and qualitative criteria.

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Plan Management
We assist plan sponsors in plan design features, comparing and selecting plan providers, and reviewing plan objectives including plan participation, deferral rates, and ultimately plan success.

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Participant Communication
We develop employee education programs and provide general asset allocation models and information to assist employees regarding the plan and investing for retirement.

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Compliance Assistance
We provide regulatory and legislative updates, assisting plan sponsors with their governance duties, including adherence to the plan document, Section 404(c) of ERISA, and “best-practices” risk management.