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Defined Contribution Account Manager

3 hours, 51 minutes ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
Apply Now
Nova 401

Nova 401

Nova 401(k) Associates is a national third party administration (TPA) firm specializing in customized retirement plan design and compliance services for business owners and financial advisors. With expertise in 401(k) plans, 403(b) plans, and Defined B...

Capital Markets
51-200
Founded 2000
View All Jobs 13

Description

  • Maintain relationships with clients and investment advisors to support high client retention.
  • Manage a caseload of PEP and 402(a) solution clients.
  • Consult with clients on retirement plan operations and design.
  • Prioritize and manage workload to meet weekly team goals and deadlines.
  • Collaborate with internal departments, recordkeepers, and advisors to deliver a strong client experience.
  • Perform work in accordance with AMP and Nova policies and procedures.
  • Proactively communicate industry developments to clients and investment advisors.

Requirements

  • At least 5 years of 401(k) plan administration experience and/or 5 years of consulting experience in 401(k) plan administration.
  • Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • NIPA or ASPPA credential.
  • College degree.
  • Excellent written and verbal communication skills.
  • Strong organizational, critical-thinking, and multitasking abilities.
  • Commitment to ongoing learning and receptiveness to coaching.
  • Experience with pricing and billing (preferred).
  • Familiarity with PEP, 402(a), and/or 3(16) service models and providers (preferred).
  • Authorization to work for any U.S. employer and ability to work remotely from the United States.

Benefits

  • Base salary of $70,000–$120,000 in a salaried, non-exempt role.
  • Fully remote work with company-provided computer, phone, and home-office equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 a.m. and 8:30 a.m.
  • Generous paid time off and overtime pay.
  • Medical, dental, disability, and life insurance.
  • 401(k) plan with employer match and HSA.
  • Financial support for professional designations and recurring professional training.

Interested in this position?

Apply directly on the company website

Apply Now

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