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