Defined Contribution Account Manager

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Nova 401(k) Associates

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

Nova 401(k) Associates est une société nationale d'administration tierce (TPA) spécialisée dans la fourniture de services personnalisés de conception de plans de retraite et de conformité pour les chefs d'entreprise et les conseillers financiers. L'entreprise gère plus de 7 500 plans de retraite, incluant les plans 401(k), 403(b), et à prestations définies, représentant plus de 9 milliards de dollars d'actifs de plans de retraite. Nova 401(k) Associates offre des webinaires éducatifs, des ressources et des consultations personnalisées pour aider à la compréhension et à la gestion des plans de retraite. Ils sont dédiés à une communication efficace et à la fourniture de services de qualité à leurs 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 toward weekly goals in a results-oriented team environment • Provide superior client service and 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 • Participate in weekly team calls discussing upcoming deadlines and industry developments

🎯 Exigences

• Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years 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 • Commitment to lifelong learning and coachability • Experience with 402(a), 3(16), or Pooled Employer Plans a plus; training available for qualified candidates • Must work from USA and be authorized to work for any US employer • Ability to work a 37.5-hour work week • Start time selectable between 7:30 am and 8:30 am

🏖️ Avantages

• Home office set-up including a computer and a phone • 37.5-hour work week • Generous PTO • Overtime pay • Financial support for professional designations • Regular, recurring professional training • Medical insurance • Dental insurance • Disability insurance • Life insurance • 401(k) plan with employer match • HSA • Competitive compensation package