Nova 401(k) Associates
Paul Klehr, QKA, serves as a Retirement Plan Consultant at Nova 401(k) Associates since January 2020, where the focus is on providing third-party administration and actuarial services for retirement plans. Prior to this role, Paul was a Regional Retirement Plan Consultant at Stifel Financial Corp. from May 2012 to December 2019, where marketing and sales efforts for retirement plans were developed. Paul held the position of Vice President/Investments at Stifel and previously served as Vice President of Investments at Raymond James following its acquisition of Howe Barnes. At Howe Barnes Hoefer & Arnett, Paul worked as Vice President of Private Client Services and began a career as a Financial Advisor at Baird. Paul holds a Bachelor of Arts in Finance from Michigan State University’s Eli Broad College of Business, obtained between 1993 and 1996.
This person is not in any teams
This person is not in any offices
Nova 401(k) Associates
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.