TPA Services
What NBS does for your plans
Every plan we administer includes these core services — handled end-to-end by NBS.
Contribution Processing
Daily intake, validation, balancing, and posting of payroll and contribution files to tight cutoffs.
Lockbox Processing
Imaging and processing of checks, remittance advices, and supporting documents.
Participant Recordkeeping
Maintaining contributions, allocations, eligibility, and status changes accurately across plans.
Secure File Transfer
Encrypted file exchange for plan sponsors and partners, with role-based access and full audit trails.
Partner Integration
Data synchronization and end-of-day file delivery to recordkeeping and provider systems, on your SLA.
Data Services
About this service
NBS Data Services is the operations engine that financial institutions, recordkeepers, and plan providers run their retirement plan administration on. Behind your brand, NBS processes payroll and contribution files, posts participant transactions, runs lockbox check and form processing, and keeps your recordkeeping systems in sync — across thousands of plans and millions of participant accounts, every business day, to your service levels.
What's Included
For Employers
Your sponsor clients submit payroll and contribution files through a portal that carries your brand; NBS validates, posts, and reconciles them on schedule and resolves exceptions — seamless service for them, no operational load for you.
For Participants
Plan participants see contributions land in their accounts accurately and on time, every cycle — the quiet reliability that protects the brand on the statement.
NBS administers more than Data Services
Many employers use NBS across multiple benefit types — consolidating administration simplifies vendor management and gives your employees a consistent experience. You may also benefit from these other services we administer.
