OUR PARTNERS
Team Approach to Securing Brighter Financial Futures.
We collaborate with groups who recognize the significance of financial wellness and of driving greater value to their clients. Advisers, brokers and CPAs receive personalized support and access to simple, affordable retirement plans designed to meet the strategic goals and objectives of their small business and not-for-profit clients.
Financial Advisers
Advisers from coast-to-coast work with NESA to deliver value to their clients. That means not only designing or re-designing plans, but also managing day-to-day operations, keeping the plans fully compliant with the government rules and regulations, and much more.
51%
Only 51 percent of private industry workers had access to defined contribution retirement plans1. At NESA, we are on a mission to change that.
Benefits Brokers
As Benefits Brokers, you’re wearing many hats. You’re trusted by your clients to help them offer the best benefits packages, including retirement plans. We offer our expertise and know-how to help your clients start a plan or manage it if they already have one.
Certified Public Accountants (CPAs)
CPAs are many things. They serve as well-respected strategic business advisors and decision-makers. CPAs partner with NESA to get the most out of their clients’ retirement plans.
1 U.S. Bureau of Labor Statistics