Account Manager

🕒 April 1

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

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.

📋 Description

• 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 towards weekly goals in a results-oriented team environment • Exemplify superior client service and ability to 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

🎯 Requirements

• Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience 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 • Committed to lifelong learning and coachable.

🏖️ Benefits

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