PLAN SETUP & TAKEOVER
Creating Fresh Ideas & Proven Strategies In Designing Your Retirement Plan.
Whether your organization has a plan already or starting one up, our team of experts will do the heavy lifting. It all starts by asking the right questions and understanding your strategic goals and objectives.
Plan Design & Installation
We realize that no two employers and no two retirement plans are the same. Your business or organization is unique and so are your hard-working, loyal employees. That is why we make it a priority to take the time to learn your retirement plan needs and tailor a plan that compliments your organization and meets your budget.
Whether your business or organization has an existing retirement plan or you’re looking to set one up, NESA Plan Consultants is your trusted partner.
Our Plan Design Services Can Help You:
- Craft a plan consistent with your business or organization objectives
- Prepare and maintain plan document
- Monitor plan and proactively recommend solutions and measure your plan's progress annually
- Make discretionary and regulatory amendments as needed
- Recordkeeper selection assistance
- Retirement plan fee analysis
- And much more !
Plan Takeover Services
Already have a 401(k) or 403(b) plan and ready to work with NESA Plan Consultants? Great, change doesn’t have to be difficult – we are committed to making the transfer process easy and smooth for you.
Our Plan Takeover Services Can Help You:
- Provide you with a sample provider termination letter
- Request any/all necessary documents from the prior provider
- Redesign your plan to meet your current and long-term objectives
Learn More About What NESA’s Plan Design Services Can Do For You