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Special Projects Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

đź’µ $90k - $125k / year

⏰ Full Time

đźź  Senior

đź”´ Lead

đź’° Account Manager

đź‘» Ghost score 2%

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Logo of Nova 401(k) Associates

Nova 401(k) Associates

51 - 200 employees

đź’Ľ Consulting

🛡️ Insurance

đź’¸ 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.

đź“‹ Description

• Maintain a caseload of current and new clients with missed prior-year annual administration work • Consult and guide clients through completion of prior-year administration requirements • Complete or oversee compliance testing, Form 5500 filings, and annual valuations • Monitor project progress and ensure timely completion • Assist with and participate in client calls regarding outstanding requirements, timelines, and deliverables • Coordinate with internal teams to execute corrective actions and bring plans into compliance • Cultivate existing client relationships • Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals

🎯 Requirements

• 8-10 years of 401(k) plan administration and consulting experience • 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 • NIPA or ASPPA credential • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to multitask • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable • Must work from the USA • Must be authorized to work for any US employer

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Work from home • Necessary computer equipment supplied • Flexible start time between 7:30 am and 8:30 am • Career advancement opportunities

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