Financial Advisor Support
Sales Proposals and Presentations
Nova can obtain proposals from our various preferred partners and assist you with product, service and investment platform options. Assistance with the sales process to include illustrations and client meetings is also available upon your request.
Plan Installation Services
Nova provides comprehensive support during the setup and installation stages of start-up and takeover plans, assigning an account manager to coordinate the conversion for each new client. Nova's service to Financial Advisors also includes on-site assistance with completing required contract paperwork as well as collection of plan documents and other information required for a smooth transition.
Client Education
Nova offers seminars and webinars for both existing and prospective clients that address relevant retirement plan issues of concern to employers, including legislative changes, fiduciary responsibility, creative plan design alternatives and preparing for IRS audits.
Nova Preferred Provider Programs
Nova links directly with investment providers committed to superior record keeping service and value by combining their core strengths with specialists who complement those strengths. This is commonly referred to as an "unbundled" approach.
Subscribing to the unbundled approach, these providers demonstrate their commitment by meeting the following standards:
- A quality, well-diversified investment platform
- Seamless interface with our administration system
- Effective communication and education tools
- Ongoing investment in technology and commitment to the 401(k) marketplace
- Fiduciary tools and support
- State-of-the-art record keeping and reporting
- Established, dependable advisor support
- Reasonable pricing structures
Nova is pleased to offer services in partnership with several providers who consistently meet and exceed these standards. Additionally, Nova continually monitors the quality of services and their ability to meet plan sponsor needs and expectations.
We strive to ensure that advisors choosing to work with Nova and our preferred provider programs will always be associated with a high quality solution that continually meets the demands of an increasingly competitive marketplace.
