Congratulations to Tom Dickson!

Congratulations to Tom Dickson who recently joined Lincoln as a 401(k) wholesaler in Dallas!  We are excited to hear that he was added to their team and looking forward to growing the partnership in Dallas.

Karen Smith speaks at ASPPA annual

Karen Smith, Nova 401(k) Associates’ President, spoke on actuarial ethics at the 2012 ASPPA Annual conference in Washington DC.  The conference was a huge success and was only minimally effected by Hurricane Sandy.


8 Nova 401k employees went to the NIPA NAFE on April 29 – May 2, 2012 at The Cosmopolitan of Las Vegas in Las Vegas, Nevada.

Good Luck Heidi!

Nova 401(k) Associates would like to wish Heidi DeLoit the very best in her new role at Alliance Benefit Group of Houston. Heidi is leaving Malcolm Thompson & Associates where she has been a Sales and Marketing Director since 2008. [Read more…]

Another great WBLF!!

Karen and Kim at Boulder Dushanbe Teahouse

From May 24, 2011 through May 26, 2011, Karen Smith, President of Nova 401(k) Associates, and Kim Davis, Director and Shareholder of Nova 401(k) Associates’ Dallas office, attended ASPPA’s Women Business Leader Forum (‘WBLF’) in Boulder, Colorado at the beautiful Hotel Boulderado. [Read more…]

Karen Smith to speak at ASPPA’s WBLF

Karen Smith, President of Nova 401(k) Associates, will be a member of a panel discussion titled “Why is Work the Easier Side of Work/Life Balance?” on May 24, 2011 at ASPPA’s Women Business Leader Forum (‘WBLF’) in Boulder, Colorado. [Read more…]

Christopher Pullman relocates to Austin office

Christopher Pullman

Nova 401(k) Associates is pleased to announce that one of our Account Managers, Christopher Pullman, QKA, will be relocating to our Austin office on May 2, 2011 to support our clients throughout the Central Texas region. Nova 401(k) Associates is excited to strengthen our presence in Austin, San Antonio, and the rest of hill country.

Nova 401(k) Associates’ President Karen Smith says, “Central Texas is great marketplace for Nova 401(k) Associates. The business climate is strong and we have been able to forge strong relationships with financial advisors and 401(k) providers. We expect our growth in these areas to continue and we plan to add more professional staff to serve these clients locally.”

Chris brings with him nearly six years of experience in the retirement industry in areas of relationship management and compliance consulting. Chris joined Nova 401(k) Associates in January 2011. Chris previously worked for Loren D. Stark. Chris’ personal interests include French baroque opera, twentieth-century Japanese literature, and fitness.

AHRMA Benefits Blitz

Nova 401(k) Associates sponsored a booth at the Annual Austin Human Resource Management Association (AHRMA) Benefits Blitz on April 13, 2011 at the Omni Austin Hotel in Southpark. Steve Hale from Austin represented Nova 401(k) Associates at this extremely informative event. The Austin Human Resource Management Association (AHRMA) is made up of over 1000 members representing employers throughout the Greater Austin Area.

There was a great defined contribution plan session titled, “Are you and your participants getting the most from your defined contribution plan?” Some of the other notable sessions included sessions on innovative workplaces and healthcare reform.
Some of Nova 401(k) Associates’ external business partners were present at the Benefits Blitz including Todd Leszczynski of MFS and M.J. Zayac, Vice President / Defined Contribution Consultant at AllianceBernstein.

Steve explained, “The Benefits Blitz was a great opportunity to showcase our services and to connect with benefit decision makers from companies in Austin and central Texas. Nova 401(k) was the only local 401(k) TPA in attendance.”

Nova 401(k) Associates celebrates launch!

After work on March 25, 2011, Nova 401(k) Associates had a small celebration at Grotto’s on Westheimer in Houston to celebrate the launch of the new branding and website. Pictured below are five of Nova 401(k) Associates’ account managers who attended the party. Joe Yee and Jospeh Harmier are standing. Jon Eaves, Molly Van Norden, and Caitlin Morrison are seated. Thanks to all of the Nova 401(k) Associates’ employees in Austin, Dallas and Houston who helped make the launch a success!

Happy Fifth Anniversary to Russell Hooker!

Nova 401(k) Associates would like to recognize Russell Hooker’s fifth anniversary of service on March 24, 2011.  When Russ joined Nova 401(k) Associates in 2006, the Houston 401(k) community was uncertain about how long Russ would last at Nova 401(k) Associates.  Would his marketing style mesh with Nova 401(k) Associates? [Read more…]