DB/DC Consultant

Job not on LinkedIn

🔥 37 minutes ago

🇺🇸 United States – Remote

💵 $95k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • 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 DB/DC Combo plans • Manage and prioritize workload toward weekly goals in a results-oriented team environment • Consult with clients regarding plan operation and design • Work with Nova departments, record-keepers, and advisors to ensure a great client experience • Document all client interactions in the workflow management system • Perform work according to Nova policies and procedures • Expand professional knowledge through seminars and self-study • Communicate with clients and advisors about combo-plan complexities, including annual funding requirements, plan design, and deadlines for funding, 5500, PBGC, and amendments • Participate in weekly team calls discussing deadlines and developments within Nova and the industry

🎯 Requirements

• Five or more years of combo plan experience or five or more years of defined contribution plan experience and defined benefit plan experience • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • Working knowledge of cash balance plans including hypothetical allocations, top heavy requirements, and minimum and maximum funding requirements • General understanding of actuarial valuations • General knowledge of PBGC coverage and its requirements • NIPA credential, ASPPA credential, or a 4 year college degree • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to multi-task • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable • Must work from USA and be authorized to work for any US employer

🏖️ Benefits

• Work-from-home flexibility • Home office setup including a computer and a phone • 37.5-hour work week • Generous paid time off • 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 • Health Savings Account (HSA) • Flexible start time between 7:30 am and 8:30 am • Necessary computer equipment supplied

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