Implementation Specialist

2 days ago

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Nova 401(k) Associates

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Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

51 - 200 employees

💸 Finance

📋 Description

• Provide excellent client/advisor experience during the implementation phase of their plan • Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals • Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan • Review plan adoption agreements and complete plan provision paperwork for the various platform providers • Assist clients with plan provision inquiries to ensure a basic understanding of plan operation • Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines • Set-up internal systems, and load information into our compliance software • Perform work according to Nova policies and procedures

🎯 Requirements

• Five or more years of retirement plan implementation/onboarding experience • Ability to manage workload towards weekly goals in a “results only” environment • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • High level of critical thinking • Coachable and committed to professional development; industry credentials are an added bonus

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match