WHO WE SERVE
Solving Retirement Plan Challenges While Creating Better Futures, Together
For more than 20 years, we’ve guided small businesses and nonprofits in managing retirement plans efficiently—reducing complexity, ensuring compliance, and helping employees save for the future.
4
Industry Designations
2019
Founding
98%
Client Satisfaction
SMALL BUSINESSES
Attract and Retain Top Talent While Securing a Brighter Future.
Navigating retirement plans can be complex, but it doesn’t have to be. Our team helps small businesses design and manage cost-effective 401(k) plans that attract and retain top talent while ensuring compliance and minimizing administrative burdens.
NONPROFITS
Proudly Supporting Not-for-Profits
Nonprofits have unique needs when it comes to retirement plans. We simplify 403(b) plan administration so organizations can focus on their mission while ensuring their employees have a secure financial future.
What Our Clients Are Saying
NESA has been an invaluable partner to our organization, offering top-notch expertise. They provide seamless and very timely response to our administration needs, allowing us to focus on our mission while knowing our retirement plans are in capable hands. NESA’s dedication to excellence and proactive support have been instrumental in our success.
Angelina Guan, Director of Human Resources
Chinatown Community Development Center
We searched for almost a year for a seasoned retirement plan consultant who is proactive and takes the time to understand our strategic goals and objectives. NESA exceeded all our expectations. They are easy to work with and continue to look for opportunities to improve our plan. I highly recommend Mizan and his team.
Saundra Sparks, CFO
Echo Horizon School
FINANCIAL ADVISERS
Helping Advisors Grow Their Business.
We partner with investment professionals to enhance their service offerings by providing seamless, compliant retirement plan solutions. Our expertise allows advisors to focus on growing client relationships while we handle the complexities of plan administration.
CPAs
Optimizing Retirement Plans to Lower Tax Liability and Maximize Savings.
We work with CPAs to help lower their clients’ tax liability by optimizing retirement plan designs. Our expertise ensures tax-efficient solutions while maintaining compliance, reducing administrative burdens, and simplifying year-end reporting.
AUDITORS
Lending a Hand with the Audit, Every Step of the Way.
What makes the auditor and NESA relationship unique? We speak the same retirement plan language. And who does this benefit the most? The client, of course. By providing accurate, timely documentation and ongoing support, we help ensure a seamless, efficient, and compliant audit. Our team stays actively involved throughout the audit to address any questions and keep the process on track.
What Our Partners Are Saying
NESA’s team takes the time to understand my client’s goals and objectives and then navigate them through the complexities of setting up a plan. Thanks to Mizan and his team, I’m able to help my clients save thousands in taxes every year. They make it easy for me and my valued clients.
Zachary Powell, CPA
Powell, Berlin, Fard Tax and Accounting, Inc.
I am so fortunate to have made Mizan’s acquaintance. In the many years we have worked together, I continue to admire Mizan’s experience, responsiveness, and proactive support he provides to my clients. My clients welcome this type of relationship. It gives them comfort in knowing his guidance is consistent and on-going.
El Albrecht, Investment Advisor
Financial Pointe