The Benefits Partner Your Clients Will Thank You For

NBS handles plan administration, compliance, and day-to-day participant support — so you stay focused on your clients, not their benefits paperwork.

View Our Services

Already an NBS partner?

Submit a proposal for a client, or contact NBS directly.

Why Advisors Stay with NBS

A Rep Who Knows Your Book

Your dedicated NBS contact understands your clients, your style, and what you need — no re-explaining yourself every time.

Proposals in Days, Not Weeks

We turn around competitive proposals quickly so you can keep deals moving and never leave a client waiting on paperwork.

Certifications That Back You Up

SOC 1, SOC 2, and CEFEX certifications give compliance-conscious clients the confidence to say yes — and give you something concrete to point to.

Service Your Clients Will Notice

Dedicated account managers and a toll-free support line mean your clients get real answers fast — not a ticketing system.

What This Means for Your Clients

The features your clients will actually feel — and the ones you can point to when you're selling NBS into a new account.

Daily Claims Processing

Your clients' employees see reimbursements in days, not weeks — a tangible benefit they'll notice and appreciate.

NBS Debit Card

Health benefit participants spend HSA, FSA, and HRA dollars directly at point of sale — no claim forms, no waiting.

Modern Online Portals

24/7 self-service access for participants and sponsors via web and mobile — fewer questions land on your desk.

Toll-Free Participant Support

A real call center your clients' employees can reach — not a chatbot or ticketing queue.

Audit-Ready Compliance

Form 5500, NDT, ACA reporting, and SOC-certified processes mean your clients pass audits without scrambling.

Dedicated Account Manager

Every client gets a named contact who knows their plan inside and out — and so do you.

How the Partnership Works

Three steps. No surprises. Designed around the way advisors actually work.

Step 01

Tell Us About Your Client

Send us the details and we'll build a competitive proposal quickly — so you can move the conversation forward without losing momentum.

Step 02

We Handle Onboarding End to End

Our setup team manages enrollment, plan configuration, and participant communications. You stay in the loop without carrying the load.

Step 03

One Contact for the Life of the Plan

A named account manager is the single point of contact for you and your client — no call-center roulette, no repeating yourself.

20,000+

Employers Served

6,000+

Plans Administered

50

States Covered

370+

Employees

AICPA SOC certification badge

SOC 1 Type II

Financial reporting controls

AICPA SOC certification badge

SOC 2 Type II

Security & availability

CEFEX Centre for Fiduciary Excellence certification badge

CEFEX Certified

ASPPA fiduciary excellence

ECFC certification badge

ECFC Member

Advancing healthcare consumerism

Learn about our compliance

Solutions for Your Clients

We administer the full spectrum of benefit and retirement plans.

Retirement — Private Sector

16 plans

Retirement — Gov & Nonprofit

7 plans

Health & Welfare

13 plans

COBRA

1 plan

Resources & Tools for Advisors

Everything you need to bring NBS to a prospect, support an existing client, or stay sharp on plan design.

Proposal Support

Send us your client's specs and we turn around a competitive proposal quickly — including plan design recommendations and benchmarking.

Submit Specs →

Co-Branded Education

Lunch-and-learns, enrollment meetings, and participant education sessions — delivered in person or virtually, branded to your firm.

Request a Session →

Plan Calculators & Tools

Contribution, savings, and tax-savings calculators you can share with prospective clients to demonstrate plan impact.

Open Calculators →

Knowledge Base

Plan design guides, IRS limit reference sheets, and regulatory updates — keep yourself current and your clients informed.

Browse Resources →

Dedicated Advisor Relations

Your NBS rep knows your book, your style, and your clients. Reach out anytime for plan design questions or to vet a prospect.

Talk to Your Rep →

Service Escalation Path

When something needs extra attention, a direct escalation channel gets it in front of leadership — fast.

Open Escalation →

Advisor FAQ

The questions we hear most often from advisors evaluating NBS as a TPA partner.

NBS is an independent TPA — we don't sell insurance or investments and we don't pay commissions. Advisors retain their existing relationships with carriers, recordkeepers, and investment providers. We work alongside whichever partners your client has chosen, providing administration, compliance, and participant support.
Most health & welfare and standard retirement proposals come back in a few business days. Complex retirement designs (Cash Balance, MEP/PEP, ESOP) can take a bit longer because they involve actuarial work. Submit specs through our proposal request form and we'll confirm a turnaround timeline.
Yes. As an independent TPA we partner with all major recordkeepers, custodians, and insurance carriers. If your client already has a relationship in place, we plug into it. If they don't, we'll help recommend a fit based on plan size and design.
Health & welfare (HSA, HRA, FSA, DCAP, POP, Lifestyle Accounts, Parking & Transit), retirement (401(k), 403(b), Cash Balance, Defined Benefit, MEP/PEP, ESOP, Solo(k)), governmental and non-ERISA plans (457(b), 401(a), 403(b)(9), FICA Alternative), and full COBRA administration. See the full solutions list for details.
Every plan has a named account manager — and so does every advisor we work with. Your clients get one person who knows their plan; you get one person who knows your book. No round-robin, no re-explaining.
Yes. We provide co-branded enrollment materials, participant education sessions, and customizable plan summaries you can share with prospects. Talk to your advisor relations contact about what you need.
NBS is SOC 1 Type II and SOC 2 Type II audited, CEFEX-certified for fiduciary excellence (administered by ASPPA), and an ECFC member. These independently audited credentials give compliance-conscious clients — particularly larger employers and governmental entities — the confidence to engage.
Send your first proposal request through the form, or reach out directly to advisor relations. We'll set up an introductory call, walk through how we work, and pair you with a dedicated rep for ongoing collaboration. Contact us to get started.

Bring NBS to Your Next Client

Submit a proposal request and we'll handle the rest — or reach out to talk through your client's needs first.