Delivering the Benefits

Knowing who you are working with is key to a mutually beneficial partnership.

National Benefit Services, LLC provides retirement and flexible benefit administration to over 20,000 employers nationwide and has grown to become a national name in third-party benefit administration. We’re passionate about the services we provide and genuinely care about the people we serve. With a firm commitment to teamwork, collaboration, communication and support, our goal is to flawlessly deliver the benefits to benefit plans.

250+ Employees

We have a growing team, ready to provide the expertise and administrative support our customers expect.

6000+ Plans

We provide thousands of the finest benefit plans to companies of all sizes.

50 States

We service benefit plans nationwide.

Our Commitment

Our goal is to take care of plan advisors, sponsors and participants with understanding and interest. We have support staff dedicated specifically to advisors and referral partners to educate and service their daily compliance and plan requirements needs. We also offer call center support, as well as an internal Customer Care program focused on continually increasing our ability to serve.

Our Knowledge and Expertise

Our clients expect the very best benefit administration, industry knowledge and expertise. From plan design and document maintenance to non-discrimination testing and tax filing, we make it our business to be the experts you can rely on.

Our Purpose

Experience Excellence.

Our Vision

We are building a distinguished business on a foundation of integrity.

Our Mission

To deliver the benefits to benefit plans - flawlessly and profitably.

Our Values

Our Team

Paul Lovell
President and CEO

Paul received his Bachelor’s Degree from the University of Utah in 1976.  He received his Juris Doctorate from the University of Utah College of Law in 1980.  He is a member of the Utah State Bar and the Western States Pension & Benefits Conference.  The emphasis of his law practice for many years was income and estate tax planning.  Paul gradually increased his emphasis in the area of employee benefits.  He established National Benefit Services, LLC in 1986 which for 30 years has served as a third party administrator of retirement plans, cafeteria plans and COBRA administration. National Benefit Services now provides consulting and administration services to more than 20,000 clients in all 50 states.

Senior Leadership

Greg Fowler, ERPA, QPA, APR, AIF, CPFA

Senior Vice President Retirement

BJ Thomson

Vice President Finance

Andy Lavin, CFC, CAS

Vice President Flexible Spending

Jeff Ritter

Vice President Technology

James Morrison

Vice President Human Resource & Organizational Development

Marketing & Strategic Relations

Barry McCann

Vice President Marketing & Strategic Relations

Matt Kiisel, CFC

Marketing Director

Business Development Team

Eric Thorne, QKA, TGPC, AIF

Vice President Business Development

Kim Stephens, QKA, QPA, TGPC

Director Business Development

John Thorne, QKA, TGPC

Director Business Development

Camille Williams

Director Business Development

Jena Goodfellow

Business Development Coordinator

Shannon Williams

New Business Internal Support

Gary Southern

Director of Business Development

Implementation Team

Jalyn Pond

Vice President Implementation

Blake London

Implementation Specialist - Welfare

Sunny McGuire

Implementation Specialist - Welfare

Sasha Harvey

Implementation Specialist - Non-ERISA

Billie Jean Dexheimer, QKA

Implementation Specialist - ERISA

Nick Fankhauser, QKA

Implementation Specialist - ERISA

Relationship Managers


Nathan Glassey, QKA, TGPC

Vice President Non-ERISA Retirement Services

Daren Holverson, TGPC

Supervisor, Client Relationship Management

Jeanne Moser, TGPC

Relationship Manager

Marie Olsen

Relationship Manager

Swayne Winterton, TGPC

Relationship Manager

Ryan Frandsen, TGPC

Relationship Manager

Brandon Wilson

Relationship Manager

Casey Pocock

Relationship Manager

Hollee Vance

Relationship Manager

Elaine Stephens

Supervisor, Vendor Relationship Management

Clint Evans, TGPC

Supervisor, Client Funding Management

Mindi Bills

Supervisor, Client Operations Management


Andy Lovell, QPA, ERPA, APR

Vice President ERISA Retirement Services

Greg Sanders

Relationship Manager

Jared Porter, QKA

Relationship Manager

Kali Myatt

Relationship Manager

Shawn Warnock, QKA, QPA, ERPA

Relationship Manager

Sue Hardy, QKA, ERPA

Relationship Manager

Toby Scott, QKA, ERPA

Relationship Manager

Ryan Ennis, QKA, CPFA

Relationship Manager

Alan White

Relationship Manager

Jesse Shaffer, QKA

Supervisor, Compliance

Data Services

David Madsen

Director of Data Services and Welfare Relations

Douglas Banks

Relationship Manager

Nathan Clark

Relationship Manager


Jeff Barton

COBRA Department Director

Nancy Wolfe

Relationship Manager

Debbie Curtis

Relationship Manager

Anastasia Maw

Relationship Manager


David Madsen

Director of Data Services and Welfare Relations

Stephen Smith, JD

Relationship Manager

Steve Sandall, CFC

Relationship Manager

Laura Woolston, CFC

Relationship Manager

Josh Timpson

Relationship Manager

Sheryl Atkinson

Relationship Manager

Tracy Fischio

Relationship Manager

Josh Gardner, Esq.

Relationship Manager

Violeta Rios

Relationship Manager

Susan Phelps

Relationship Manager

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