FOR FINANCIAL ADVISERS
We happily work with financial advisers to provide retirement plan solutions and help meet their clients’ strategic goals and objectives.
Lean On Us
We work with many recordkeepers and can work with any recordkeeping platform you and your clients select. Our responsibility is recommending the ideal plan design, plan and participant oversight, IRS/DOL compliance and providing support for fulfilling fiduciary obligations for the plan. If it’s an existing plan, we happily chime in and gather all the necessary information from prior recordkeeper and TPA. We also analyze the current features and suggest any changes. Finally, we will coordinate with the prior service provider’s implementation team along with your office and your client to get the plan live and running efficiently as soon as possible.
One Less Thing to Worry About
Being a plan’s adviser is more than just being a financial adviser because there are many tasks that you might have to handle that has nothing to do with financial advice. At NESA, we take the load off your back.
Innovative Plan Design & Beyond
We actively listen, professionally consult and deliver customized solutions that meet the goals and objectives of your clients. To make this happen, we work directly and collaboratively with advisers. We don’t stop there: We keep the communication channel open at all times to ensure their clients are getting most out of their plans. NESA, as your partner, provides support in closing the deal, upkeeping and retaining your client’s plan. Together, we secure financial futures.
I am so fortunate to have made Mizan’s acquaintance. In the many years we have worked together, I continue to admire Mizan’s experience, responsiveness, and proactive support he provides to my clients. My clients welcome this type of relationship. It gives them comfort in knowing his guidance is consistent and on-going.
Ed Albrecht, Investment Advisor
Financial Pointe
Partnering With NESA Plan Consultants
Our partner advisers who work with us appreciate the high-touch service they and their clients receive from our expert consultants. From new start-up plan design to existing plan conversion, we do the heavy lifting so that advisers and their clients can focus on what matters most. But we don’t just stop there.
We make it easy to grow your firm.
Contact Us
Call 818-275-1556 or e-mail us at mrahman@nesa401k.com to find the right retirement solutions for your client.
Collaboration & Support
Let NESA complement your expertise in order to close deals.
Grow your practice
Stay focused on your business. Increase your bottom-line. We'll handle your client's retirement plan complexities.
Ready to Partner with NESA Or Have Questions?