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.

370+ 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 Promise

You will Experience Excellence through...

Our Team

Executive Team

James M. Morrison

Senior Vice President Finance and Human Resources

Jalyn Pond

Senior Vice President Operations

Jeff Ritter, GIAC, GSLC

Senior Vice President Technology

Eric Thorne, QKA, TGPC, AIF

Senior Vice President Business Development

Tony Byrd

Vice President Implementation

Shawn Crabb

Vice President Information Systems

Natalie Law, MAcc, CPA, CFE

Vice President Finance

Sidney Lopez, QKA

Vice President Fiduciary Services

Scott Muir

Vice President Flexible Benefits

Elaine Stephens, QKA, TGPC

Vice President COBRA

Evan Stephens, PMP, QKA, TGPC

Vice President Business Improvement and Data Services

Andrew Winder

Vice President Retirement Services

Paul Lovell
CEO and Founder

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 established National Benefit Services, LLC in 1986. Paul enjoys helping people be successful in their careers. His passion is to help people use tax leveraged benefit plans to their financial advantage.

Andrew Haynie

Andrew received his Bachelor’s Degree and his Master’s Degree in Accounting from the University of Utah in 2009 and 2010. He is both a Certified Public Accountant and a Certified Internal Auditor. Andrew started at National Benefit Services in 2017 as the Vice President over Finance. He now oversees organizational operations in his role as President. Andrew strongly believes that you cannot learn what you think you already know. By being open minded and listening, you will always learn from those around you.

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