2014 WIPN Board of Directors

Our 2014 Board of Directors has been chosen to guide WIPN into the immediate future.

Congratulations to the following ladies:

President

Lisa Buffington of Prudential Retirement

Vice President

Tammy Ouverson of ING

Treasurer

Sadie Hooker of Nova 401(k) Associates

Secretary

Dorothy Campbell of ProVise Management Group

Mentoring

Amy Glynn of Pension Resource Institute

Communications

Sue Friday of Muhlenkamp & Company

Programs & Events

Melissa Trimani of Prudential Retirement

Membership

Mary Jo Baumann of Transamerica

Sponsorship

Kathleen Roche of Commonwealth

2014 will be a busy year for the organization and the board members are always happy to welcome new volunteers.

Winter storms in DFW!

Winter Weather

Winter Weather

 

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Due to winter storms, most of our Dallas/Fort Worth employees are working from home today. We are also having some issues with the phones.

If you require immediate assistance and cannot reach our DFW staff, please call (713) 524-5192.

Additions to the Nova 401(k) Associates’ Team

Nova 401(k) Associates is pleased to announce the following individuals have joined us:

  • Bonnie Post, ERPA, QPA, QKA – Colorado – Consultant/Team Leader

 Bonnie started with Nova on May 8, 2013.. Bonnie graduated from Pennsylvania State University with a B.S., Quantitative Business Analysis.  She brings with her more than 20 years of industry experience and most recently was employed at United Retirement Plan Consultants in Denver, CO.

  •  Jenny Wendt, QKA – Wisconsin – Account Manager

Jenny started with Nova on May 6, 2013.  Jenny graduated from the University of Wisconsin with a Bachelor of Business Administration majoring in Finance.  She brings with her 10 years of industry experience and most recently was employed at Retirement Strategies in Little Chute, WI.

  •  Katie McMullin, QPA, QKA –  Florida – Account Manager

Katie started with Nova on May 6, 2013.  Katie has a Bachelor of Science degree majoring in Actuarial Science and Statistics from Purdue University.  She brings with her 3 years of industry experience and most recently was employed at NYHART in Indianapolis, IN before relocating to Tallahassee, FL.  

Happy Fifth Anniversary to Arasely Valdez!

Anniversay dogNova 401(k) Associates wants to congratulate Arasely Valdez on her fifth anniversary with Nova 401(k) Associates.  Arasely joined Nova 401(k) Associates in 2008 as Defined Contribution Practice Manager.  In 2010, Arasely became a shareholder of Nova 401(k) Associates.  In 2011, Arasely was promoted to Practice Manager for all operations.

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Sadie Hooker named to Board of WiPN

Nova 401(k) Associates’ own Sadie Hooker was named to the Women in Pensions Network (WiPN) Board of Directors for the upcoming year.  WiPN is a fast growing organization with almost 800 members.  For more information on this group, visit their website at http://www.womeninpensionsnetwork.com/  Congratulations Sadie!

Nova 401(k) Halloween Costume Contest

Thanks to all of our staff who participated in our Halloween costume contest yesterday.  We had participants from our Austin, Dallas and Houston offices.  The staff voted and awarded first place to Tim Wang and second place to Kristen Eckert.

 

 

We will be open Friday April 6, 2012

Nova 401(k) Associates will remain open Friday April 6, 2012.

Have a wonderful weekend!

Happy Thanksgiving 2011

Happy Thanksgiving from all of us here at Nova 401(k)!

We will be closing early on Wendesday and our offices will be closed on Thursday and Friday.

Have a safe and wonderful Holiday!

Nova 401(k) Associates’ offices closed Friday 9/2 & Monday 9/5

As previously announced, all of our offices are closed Friday, September 2, 2011 and Monday, September 5, 2011 for

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the Labor Day holiday. If you need assistance please call or email your account manager and we will get back to you Tuesday morning. Have a great Labor Day weekend!

Clayton Ma passes ERPA II exam!

Nova 401(k) Associates would like to congratulate Clayton, a 401k Specialist, on passing the ERPA II. This was Clayton’s first attempt at passing the ERPA II exam, and he reported that he studied about twenty hours for the exam.  “The most difficult area of the exam dealt with IRS Determination Letters.  The most interesting parts were centered around IRS and DOL correction programs.  Overall, studying for this exam has enhanced my administration knowledge, particularly around correction programs and distributions.”

Good luck to Clayton on the DC 1 & 2 exams!!