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Defined Contribution MEP 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

  • Manage and retain relationships with MEP clients and investment advisors.
  • Maintain a caseload of MEP adopters, with approximately 50% ADP and Safe Harbor plans.
  • Consult with clients on retirement plan operations and design.
  • Prioritize workload to meet weekly goals within a results-oriented team.
  • Coordinate with internal departments, recordkeepers, and advisors to deliver a strong client experience.
  • Document all client interactions in the workflow management system.
  • Proactively communicate industry developments to MEP clients and advisors.
  • Perform work in accordance with Nova policies and procedures.

Requirements

  • 5+ years of 401(k) plan administration experience.
  • Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • NIPA or ASPPA credential, or a four-year college degree.
  • Ability to independently and proactively manage a book of business.
  • Excellent written and verbal communication, time management, organization, and multitasking abilities.
  • Strong critical-thinking skills and commitment to ongoing learning.
  • Familiarity with MEP service models and providers is preferred.
  • Must be authorized to work for any U.S. employer and work from the United States.

Benefits

  • Base salary of $74,000–$95,000, with salaried non-exempt status and overtime pay.
  • Fully remote role with company-provided computer, phone, and home-office equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 and 8:30 a.m.
  • Paid time off and work-life balance.
  • Medical, dental, disability, and life insurance.
  • 401(k) plan with employer match and HSA.
  • Financial support for professional designations and recurring professional training.
  • Video-only interview process with no travel required.

Interested in this position?

Apply directly on the company website

Apply Now

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