Defined Benefit Specialist II/III

🕒 Setembro 24, 2025

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Nova 401(k) Associates

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

Finance

A Nova 401(k) Associates é uma empresa nacional de administração de terceiros (TPA), especializada em oferecer serviços personalizados de design e conformidade de planos de aposentadoria para proprietários de empresas e consultores financeiros. A empresa gerencia mais de 7. 500 planos de aposentadoria, incluindo planos 401(k), 403(b) e de Benefício Definido, representando mais de US$9 bilhões em ativos de planos de aposentadoria. A Nova 401(k) Associates oferece webinars educacionais, recursos e consultas personalizadas para ajudar no entendimento e gerenciamento de planos de aposentadoria. Eles são dedicados à comunicação eficaz e à prestação de serviços de qualidade a seus clientes.

Descrição

• Own end‑to‑end annual administration for a caseload of DB and cash balance plans; drive high‑quality technical deliverables and serve as a trusted resource for colleagues and clients • Prepare annual actuarial work including valuations and ASC 715 & 916 calculations; complete non‑discrimination testing, benefit certifications, and government filings (e.g., Form 5500 and PBGC comprehensive filings) • Code DB and DC plans from scratch in Nova’s third‑party actuarial software; review and improve coding for accuracy and efficiency • Perform and review benefit calculations (DB/CB) and assemble distribution packages for terminations; check owner‑only illustrations as needed • Conduct asset & liability analysis, identify gain/loss drivers, and communicate findings clearly to internal teams and clients • Prepare proposal illustrations for prospects with accurate assumptions and clear documentation • Lead the PBGC standard termination workstream for assigned plans: prepare Form 500, Schedule EA‑S, Notices of Plan Benefits (NOPB), and distribution packages within deadlines • Contribute to training and onboarding of new DB specialists; manage assignments through Nova’s project management processes • (DB Specialist III) Serve as a liaison between the DB team and the Combo Account Management team; triage and resolve escalations • (DB Specialist III) Review and sign off on deliverables prepared by Specialists/Analysts; drive quality control and process improvements • (DB Specialist III) Plan and execute complex plan terminations and unusual design or funding scenarios • (DB Specialist III) Mentor team members toward professional credentials and best practices in modeling, testing, and documentation

🎯 Requisitos

• 5–10 years of hands‑on DB administration experience (cash balance a plus): valuations, ASC 715/916, testing, government filings, and benefit calculations • A positive attitude, strong energy, and team spirit, with the willingness to contribute to the team and communicate cheerfully with all team members • Demonstrated proficiency coding plans in third‑party actuarial software and critically reviewing numerical work product • Clear, concise written and verbal communication; proven ability to manage a dashboard of work and meet deadlines • Advanced Excel skills and strong analytical/problem‑solving mindset • Experience preparing PBGC standard termination packages (Form 500, EA‑S, NOPB) and managing to regulatory timelines • Strong command of 401(a)(4) nondiscrimination testing and related IRC regulations, with the ability to mentor staff on key concepts such as IRC 401(a)(4), 401(a)(26), 415, and similar provisions • ASPPA QKA and QPA (or strong progress) preferred • Exposure to proposal modeling/illustrations and client‑facing communication (preferred) • Process‑orientation and aptitude for training/mentoring junior staff (preferred) • Must work from USA and be authorized to work for any US employer

🏖️ Benefícios

• Comprehensive benefits including medical, dental, disability, life insurance, paid time off, and a 401(k) with employer match • Work from home • We will supply all necessary computer equipment • 37.5-hour work week