Defined Contribution 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 with approximately 50% split between ADP and Safe Harbor plans • Manage and prioritize your workload towards weekly goals in a results oriented team environment • Exemplify superior client service and the ability to consult with clients regarding plan operation and design • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience • Document all client interactions in our workflow management system • Perform work according to Nova policies and procedures • Expand professional knowledge through seminars and self-study

🎯 Requirements

• Five or more years of 401(k) plan administration experience • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • NIPA credential, ASPPA credential, or a 4 year college degree • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable

🏖️ Benefits

• Generous PTO • Overtime pay • Medical insurance • Dental insurance • Disability insurance • Life insurance • 401(k) plan • HSA • Financial support for professional designations • Regular professional training