NWA Sales and Marketing involves applying sales ideas and information on retirement plans while developing relationships with investment advisors, investment companies, and business owners.
GrabNGo is a free program for Financial Advisors to access online library of processes, scripts and tools built to help you acquire, retain and help expand your 401(k) business. Along with this program is a Sales call twice a month on Wednesdays at 1pm EST, if you are interested in joining this call, let me know. If you would like to register for this program, please email Kelly at: kelly@nwa401k.com
Prepare plan illustrations to help our clients determine what type of plan will best suit their retirement plan goals.
NWA works with all parties from the beginning phases of an existing plan transition or new plan installation to the very end. NWA will ensure a proper plan set-up by:
It is our responsibility to assist with keeping our clients plans in compliance of DOL and IRS regulations. NWA also assists clients through the IRS audit process and IRS Voluntary Correction Program, if necessary. NWA will ensure proper administration by: