Earn $275
Know small businesses or non-profits that could benefit from a 401(k) or 403(b) plan? Refer them to us—and we’ll send you $275 as a token of appreciation!
How It Works
- Refer: Submit friends, family, or colleagues who need a small business 401(k) or nonprofit 403(b) plan.
- Connect: We'll introduce them to our services personally.
- Reward: If they sign up, we waive their $500 setup fee and you get $275!
We’re Your In-House Retirement Plan Specialists.
Why do small businesses and non-profits choose NESA?
- Tailored Solutions: NESA crafts personalized retirement plans to meet the unique needs of each business or nonprofit.
- Comprehensive Support: From design to ongoing management, we provide end-to-end assistance, ensuring smooth administration and regulatory compliance.
- Proactive Compliance: Our specialists stay ahead of regulatory changes, minimizing compliance risks and keeping plans up to date.
- Transparent Pricing: We offer competitive and transparent pricing, such that we grow only as your business or organization grows.
Eligibility
The NESA Referral Program is open to individuals who are not currently NESA customers. To be eligible for the $275 referral credit, the referred client (“Referee”) must pay their first year fees. Referrers cannot refer themselves or any affiliated entities with shared ownership, such as sister corporations, parent companies, or subsidiaries. Referrers can only refer friends, colleagues, family members, and direct acquaintances who may be interested in opening a group 401(k) or 403(b) plan. Referred clients must be able to identify their referrer personally. NESA reserves the right to disqualify anyone from the program for suspected violations of these terms. Violators are not eligible for any rewards.
Other Terms
NESA reserves the right to modify or end this program at any time. Referral rewards are non-transferable.