WHO WE ARE

Making Retirement Plans Work for Small Businesses and Tax-Exempt Organizations.

We are your “in-house” retirement plan experts.

4

Industry Designations

2019

Founding

98%

Client Satisfaction

OUR VALUES

Fostering a Culture United in Shared Values

Our values guide and inform our actions every day.

Deliver With Passion

We love what we do. We’re driven by passion, determination, and the burning need to change retirement plan for all small businesses and nonprofits.

We Make It Better

There’s always room to improve. When we see a problem, we take ownership, propose a solution, and make it happen.

Play As A Team

We work closely and collaboratively with our clients’ HR and Finance teams, Payroll Providers, Financial Advisors, CPAs, Attorneys and other professionals as needed.

Pursue Growth

We will always be learners. We take steps to continue growing, learning, and sharing the knowledge we have with others.

Value Community

Whether it be through work with our clients, partners, or the community, we cherish the opportunity to work together to make a meaningful difference in the world.

OUR STORY

In 2019, NESA was founded by Mizan Rahman to simplify retirement plans, inspired by the challenges employers face in managing ever-changing 401(k) and 403(b) landscape.

Seeing that small businesses and non-profits were often underserved in the workplace retirement plan, our founder was inspired to create a firm that prioritizes their unique needs. He firmly believes that every hard-working American deserves access to a meaningful employer-sponsored retirement plan, regardless of the size of the business or organization.

From the beginning, NESA has embraced a collaborative approach to client success. We work hand in hand with your HR and finance teams, financial advisors, CPAs, and other key partners to design and manage retirement plans that align with each client’s unique goals.

With a commitment to serving businesses and nonprofits with care and expertise, NESA continues to demonstrate that no organization is too small to receive exceptional support.

LEADERSHIP TEAM

Meet the People Leading the Charge

We are driven by the idea that the best work is born from diligence, collaboration, innovation, and fun.

Mizan J. Rahman, ERPA, QPA, TGPC

CEO AND FOUNDER

Mizan J. Rahman is the founder and CEO of NESA Plan Consultants, a boutique, forward-thinking firm dedicated to making retirement plans simple for small businesses and nonprofits. After more than a decade as a senior pension consultant at a large firm, he saw firsthand how these organizations were underserved when it came to retirement plans. So, he set out to change that—launching NESA to take the complexity off their plates and help employers, executives, and employees build a more secure financial future.

A recognized expert in the field, Mizan has been featured in PLANSPONSOR Magazine and holds a B.S. in Finance from California State University, Northridge. His credentials include Enrollment Retirement Plan Agent (ERPA) from the IRS, Qualified Pension Administrator (QPA), and Tax-Exempt & Governmental Plan Consultant (TGPC) from ASPPA.

Born in Bangladesh, raised in Detroit, and having lived in San Diego, Mizan now splits his time between Los Angeles and Denver. He’s an avid reader, basketball player, fish catcher and a husband – in reverse order of importance.

NEEL AHMED, MBA

OPERATIONS MANAGER

Neel Ahmed keeps NESA running like a well-oiled machine, making sure everything behind the scenes operates seamlessly. Before joining NESA, she honed her skills as an executive analyst, bringing a sharp eye for detail and efficiency. She holds a B.A. from Cornell College and an M.B.A. from the University of Colorado.

When she’s not keeping things in order at NESA, you’ll find Neel on a yoga mat, exploring hiking trails, getting lost in a good book, or enjoying quality time with family.

CREDENTIALS & CERTIFICATIONS

Our experienced consultants have advanced industry designations. But, hey, who has time to show off — rather we continuously look for ways to add value to our clients and partners.

Our Knowledge is Your Gain

Designations We Hold

In the fast-paced world of retirement plans, one thing is certain—learning never stops. The industry is constantly evolving, and staying ahead of the curve isn’t just a good idea; it’s essential. That’s why our team regularly attends training sessions, ensuring we’re always up to date on the latest developments. Some sessions are required to maintain licenses, while others we choose to attend simply because we know they’ll benefit our clients.

Beyond ongoing education, many retirement plan consultants take it a step further by earning professional accreditations. These aren’t just fancy titles—they require years of study, experience, and rigorous testing, much like an advanced degree. While the process is demanding, the knowledge gained is invaluable. After all, expertise isn’t just about experience—it’s about continuously pushing to be better for the people who rely on us.