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Knowledge Base

From the latest news and updates to more in-depth information, we keep our finger on the pulse of what benefits you most.

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NBS has attained CEFEX certification for the seventh consecutive year.


Happy Birthday 409A!!!

All types of organizations are benefiting from retaining the best and brightest in the right positions within their organization thanks to these plans!

Health and Welfare

New Excepted Benefit HRAs Offer More Than “Excepted Benefits”

The DOL, HHS, and IRS recently announced final regulations expanding the use of HRAs. Learn what changes were made.


NBS Successfully Completes SOC 1 and SOC 2 Examinations

NBS demonstrates a commitment to protecting clients and participants by adopting rigorous and effective procedures, controls, and processes.

Health and Welfare

New Individual Coverage HRA

New HRA expands options and promotes flexibility for employers and employees.


Rolling Over Funds from One Retirement Account to Another

Do you have more than one retirement account that you would like to combine with another? Let’s review the facts to see if it’s possible!


12 Questions to Ask Before Contributing to a Non-Governmental 457(b) Plan

How to best use non-governmental 457(b) plans to gain wealth.


Changes to 403(b) Hardship Withdrawal Regulatory Changes

Did you hear about the legislative changes to 403(b) hardship distributions? NBS has all the information you need to ensure that you have the most up to date information regarding the recent changes to 403(b) hardship distributions.


Increasing Participation Rate for Your Plan

“Have you thought about how to increase participation rates in your 403(b)/457(b) retirement plan? You’ve come to the right place.”

Health and Welfare

Adding an HSA to Your Plan Mid-Year

What to expect when adding a mid-year Health Savings Account.