Client education Target retirement plan sponsors seeking clearer, actionable 401(k) guidance and reduced information overload. Leverage Nova’s consultative approach to position as a trusted advisor who simplifies complex 401(k) decisions.

Plan optimization Highlight opportunities to optimize plan design, compliance, and administration for defined benefit and cash balance offerings, appealing to mid-market firms looking to improve efficiency and reduce headaches.

Integrated tech Emphasize the use of modern tooling and integration capabilities (Power BI, Excel, Zapier) to deliver data-driven insights, reporting transparency, and streamlined workflow for plan sponsors and advisors.

Growth partnerships Position Nova as a scalable partner for rapidly growing organizations or firms expanding their retirement offerings, with flexible services that can adapt to increasing plan complexity.

Legal and advisory value Leverage the recent hiring of an attorney/consultant to underscore capabilities in regulatory compliance, fiduciary guidance, and risk management, appealing to sponsors with heightened governance needs.