Director

🕒 3 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

• Champion AFS values and policies • Manage 4–6 teams • Monitor team productivity and progress toward firm/team goals through report generation • Set and monitor weekly goals for each team • Resolve a minimum of 90% of service issues escalated by team members • Develop and train assistant team leaders and team leaders • Manage salary budgets and client retention for teams • Keep current with new regulations and legislation, including proposed regulations and legislation • Stay abreast of emerging technology trends and law changes and provide leadership in evolving AFS service offerings • Provide input on staffing and team models • Participate in succession planning for teams • Assist AFS management in moving to a more institutionalized business model

🎯 Requisitos

• Minimum 10 years of non-discrimination testing experience • Minimum 8 years of supervisory experience • Credentials with a nationally recognized organization such as ASPPA or NIPA • Strong knowledge of ERISA, Internal Revenue Code, and Regulations • Strong research and analytical skills • Excellent written and verbal communication skills • Proficiency in MS Excel and MS Word • Superior organizational and coordination skills • Flexibility, adaptability, and ability to multitask • Knowledge of Pension Pro is a plus • Must work from the USA • Must be authorized to work for any US employer

🏖️ Benefícios

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Necessary computer equipment supplied • Flexible start time between 7:30 am and 8:30 am