Defined Contribution Account Manager

🕒 2 dias atrás

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Nova 401(k) Associates

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • 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

• Maintain client and advisor relationships with a high active client retention rate • Maintain a caseload of PEP and 402(a) solution clients • Manage and prioritize workload toward weekly goals in a results-oriented team environment • Provide superior client service and consult with clients regarding plan operation and design • Work with other departments, record-keepers, and advisors to ensure a great client experience • Perform work according to AMP and Nova policies and procedures • Proactively communicate with clients and investment advisors about new industry developments • Participate in weekly team calls discussing upcoming deadlines and industry developments

🎯 Requisitos

• Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years consulting on 401(k) plan administration • Experience with pricing and billing a plus • Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing • NIPA or ASPPA credentials • College degree • Excellent written and verbal communication skills • Excellent organizational skills • High level of critical thinking • Ability to multitask • Commitment to lifelong learning and coachability • Experience with 402(a), 3(16), or Pooled Employer Plans a plus; training available for qualified candidates • Must work from USA and be authorized to work for any US employer • Ability to work a 37.5-hour work week • Start time selectable between 7:30 am and 8:30 am

🏖️ Benefícios

• Home office set-up including a computer and a phone • 37.5-hour work week • Generous PTO • Overtime pay • Financial support for professional designations • Regular, recurring professional training • Medical insurance • Dental insurance • Disability insurance • Life insurance • 401(k) plan with employer match • HSA • Competitive compensation package