Our management team is built on experience. Everyone on this team is still involved in the day-to-day details of plan administration and recordkeeping. That means they use the same systems and processes as the rest of our team and they know what is working – and what isn’t. This team also has direct client responsibility which means they can’t get too isolated from the day-to-day details and have to be willing to answer for our work on an ongoing basis.
Tim Wulfekuhle – President & CEO
Tim has over 27 years of retirement plan administration and consulting experience and has been an owner of NWPS since 2002. He is responsible for operations and technology. Prior to joining NWPS, Tim was the Director of retirement plan administration services for Merrill Lynch/Howard Johnson & Company. Throughout his career he has specialized in large, complex defined contribution and recordkeeping relationships and has been the lead consultant for numerous national clients.
Tim holds a Bachelors in Theoretical Mathematics (cum laude) from Washington State University.
Tom O’Brien – Vice President
Tom has over 15 years of retirement plan experience and joined NWPS in 2013. Tom is responsible NWPS direct sales, marketing and advisor relationships. Prior to joining NWPS Tom’s experience included benefits outsourcing sales with RealLifeHR/Hewitt, WorkScape and led business development for Merrill Lynch/Howard Johnson & Co.’s Chicago office. Tom’s benefits career started in 1984 as Director of HR and Benefits for Dean Foods Company. In that role he managed the design, rollout, communication and implementation of a new 401(k) plan for over 5,000 participants across 27 locations.
Tom has a BS Degree from Purdue University and MBA from Cornell.
Jennifer Clark – VP of Participant Services
Jennifer has been with NWPS since 2008 and in the employee benefits industry since 1993. During that time Jennifer has led teams that have implemented and provided ongoing consulting, compliance, recordkeeping, communications, participant services and client service for a number of our largest and most complex clients. Jennifer also led process design, staffing, training and management of the NWPS call center in 2015.
Prior to joining NWPS as a consultant, she was at Microsoft as Manager of Benefits Communication & Participant Services. Prior to Microsoft Jennifer worked as a consultant in the employee benefits business.
Jennifer graduated from the University of Washington with a Bachelor’s Degree in Business Administration, concentration in Finance, and has successfully completed several Certified Employee Benefits Specialist (CEBS) exams.
Rob Dent – VP of Client Services
Rob has been with NWPS for 10 years. During that time, he has been involved with all phases of plan design, consulting and administration including annual compliance testing and reporting, trust accounting and reconciliation, daily processing of transactions and trades, participant communication, statement production, plan document work, and client services. In addition to his role as VP of Client Services, Rob provides firm leadership and guidance on plan compliance and M&A support.
Prior to NWPS, Rob worked in public accounting, managed the Lease Accounting Department at Nordstrom and served as head of finance for a Seattle law firm. Rob has an accounting degree from California State University, Long Beach, an MBA from University of Washington, and is a credentialed member of the American Society of Pension and Professionals & Actuaries, holding the QKA designation.
Jim Overton – VP of Large Plan Operations
Jim joined Northwest Plan Services, Inc. (“NWPS”) in 2004 and has been working continuously in the employee benefits industry since 1988. Prior to joining the firm, he worked at the Northwest office of a national employee-consulting firm, rising from junior administrator to eventually leading operations for the Northwest. He specialized in large-plan operations and led all major implementations in the region.
At NWPS, Jim continues to lead large plan operations and manage the data mapping of all large plan conversions. He also leads the firm’s technology and reporting development. He is particularly adept at systems development and customization and provides the blue-print for out-of-the-box implementations.
Jim graduated with a Bachelors of Science degree in Mathematics from the University of Washington and has successfully completed several Society of Actuary and ASPA exams.
Paul Withington – Consulting Actuary
Paul is a Consulting Actuary and head of the Actuarial Services Group at Northwest Plan Services, Inc. He has over 20 years of experience with the implementation, on-going administration and compliance, and termination of tax-qualified retirement plans. Prior to joining NWPS, Paul was the Retirement Practice Leader in the Seattle office of actuarial consulting firm Buck Consultants. Prior to that, he spent ten years with the actuarial consulting firm Milliman.
Paul works with a broad range of clients providing actuarial and consulting services. Current clients include large companies that sponsor single-employer union, salaried, and executive pension plans, cities that sponsor police and firefighter post-retirement benefit programs, and large and small professional service firms that sponsor cash balance plans and defined benefit plans.
Paul also provides actuarial services for post-retirement health and welfare programs, including cost consulting and ongoing financial reporting. In addition, he provides actuarial services for self-insured employer health plans and for financial reporting of stock-based compensation. Paul is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and an Enrolled Actuary under ERISA.