401(k) Fridays Podcast

The business of being in the 401(k) business has been one of our more popular themes on the podcast.  Today, should be no different.  My guest Tim Wulfekuhle, President of Northwest Plan Services and I dive into the topic of independent recordkeepers.  We start with some thoughts about different types or categories of recordkeepers, what the litmus test for an independent recordkeeper is, how in a rapidly changing environment for service providers they are positioned and what does scale mean.  Tim also shares thoughts on consolidation trends, bright shiny objects, capturing employer and employee attention when you don’t have a household brand name and what the future of the retirement business could look like. Guest Bio Tim Wulfekuhle is President and CEO of Northwest Plan Services, Inc. (NWPS), which is a non-producing retirement plan recordkeeping and administration firm headquartered in Seattle.  NWPS provides services to all sizes of clients, from start-ups to Fortune 100 companies.  He has over 30 years