Senior 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 of more complicated plans • Perform escalated work product review for other team members • 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 • Proactively communicate with clients and investment advisors about new industry developments • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience • Perform work according to Nova policies and procedures

🎯 Requirements

• Ten or more years of 401(k) plan administration experience • NIPA or ASPPA credentials • College degree • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • Ability to proactively and independently manage a book of business • Excellent organizational skills • High level of critical thinking • Committed to lifelong learning and coachable

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Financial support for professional designations • Regular, recurring, professional training