List of NWPS Retirement Recordkeeping Customers
Seattle, 98106, WA,
United States
Since 2010, our global team of researchers has been studying NWPS Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased NWPS Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using NWPS Retirement Recordkeeping for Retirement Recordkeeping include: Tyson Foods, a United States based Consumer Packaged Goods organisation with 133000 employees and revenues of $55.44 billion, Exelon, a United States based Utilities organisation with 20000 employees and revenues of $23.03 billion, Heritage Financial Corporation, a United States based Banking and Financial Services organisation with 751 employees and revenues of $269.8 million and many others.
Contact us if you need a completed and verified list of companies using NWPS Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The NWPS Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Exelon | Utilities | 20000 | $23.0B | United States | NWPS | NWPS Retirement Recordkeeping | Retirement Recordkeeping | 2016 | n/a |
In 2016, Exelon engaged NWPS as the recordkeeper for its employee savings and 401(k) plan, deploying NWPS Retirement Recordkeeping effective July 1, 2016 as documented in the company SEC Form 11‑K. The deployment provided Retirement Recordkeeping services across the United States, supporting participant account maintenance, loan administration and plan reporting tied to Exelon HR and benefits functions.
NWPS Retirement Recordkeeping was implemented to operate as the centralized recordkeeping service for plan administration, delivering participant account maintenance workflows, loan lifecycle management capabilities and plan reporting for HR and benefits teams. Operational coverage focused on U.S. plan participants, with the service model encompassing ongoing participant servicing, transaction processing and regulatory reporting governed by the plan sponsor and plan documents effective July 1, 2016.
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Heritage Financial Corporation | Banking and Financial Services | 751 | $270M | United States | NWPS | NWPS Retirement Recordkeeping | Retirement Recordkeeping | 2016 | n/a |
In 2016 NWPS acquired Trautmann, Maher & Associates and NWPS is listed as the recordkeeper for Heritage Financial Corporation’s 401(k) Profit Sharing Plan. Heritage Financial Corporation implemented NWPS Retirement Recordkeeping, classified under Retirement Recordkeeping, to maintain participant account detail and to administer participant loans for its U.S. plan population.
NWPS Retirement Recordkeeping usage is inferred to include core recordkeeping modules such as participant account maintenance, contribution and distribution posting, participant loan origination and servicing, and participant statement generation. The implementation would encompass transaction processing, eligibility and vesting record maintenance, and regulatory reporting and compliance testing workflows that are typical for Retirement Recordkeeping platforms.
Operational responsibility is scoped to HR and benefits functions within the United States, with NWPS maintaining participant data and loan administration for the specified 401(k) Profit Sharing Plan. SEC plan filings list NWPS as the plan recordkeeper after the 2016 acquisition, and module usage is inferred as NWPS Retirement Recordkeeping following that acquisition, aligning vendor designation in regulatory disclosures with plan administration responsibilities.
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Tyson Foods | Consumer Packaged Goods | 133000 | $55.4B | United States | NWPS | NWPS Retirement Recordkeeping | Retirement Recordkeeping | 2009 | n/a |
In 2009, Tyson Foods implemented NWPS Retirement Recordkeeping as the recordkeeping solution for its Retirement Savings Plan, establishing a Retirement Recordkeeping relationship to support HR and benefits administration. Court filings in ERISA litigation state that Northwest Plan Services has served as the plan recordkeeper since 2009, handling participant recordkeeping and plan administration across the United States.
The deployment centered on NWPS providing long term recordkeeping services for plan level operations, including participant account maintenance, transaction posting, contribution tracking, and compliance oriented plan administration tasks typical of Retirement Recordkeeping. Operational coverage was limited to the United States and focused on HR and benefits business functions, with NWPS operating as the primary administrator for participant records and plan administration workflows as documented in legal filings.
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Buyer Intent: Companies Evaluating NWPS Retirement Recordkeeping
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