Role overview

Qualifications

8-10 years of 401(k) plan administration and consulting experience
ERPA or Enrolled Agent designation required, or commitment to obtain
Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Excellent written and verbal communication skills

Responsibilities

Maintain case load of clients, including current clients and new clients with prior year administration work
Consult and guide clients through completion of all prior year work, ensuring timely project completion
Coordinate with internal teams to execute corrective actions and bring plans into compliance
Cultivate existing client relationships and communicate with professionals involved in special project work

Key facts

Remote from: District of Columbia (USA)
Full time
Account Manager
English

Hard skills

401K Plan Administration Project Management Risk Management Non-Discrimination Testing Mergers And Acquisitions

Other skills

Consulting
Communication
Time Management
Organizational Skills
Critical Thinking

About the company

Nova 401(k) Associates

Financial Services

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.

Company details

IndustryFinancial Services

Company size51 - 200

Links

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Job description

Do you excel at consulting with clients? Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? If so, Nova 401(k) Associates may have a position for you!

We are hiring a Special Projects Team (SPT) Account Manager.

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

Job Responsibilities:

Maintain case load of clients which would be a mix of current clients and new clients with missed prior year annual administration work
Consult and guide clients through completion of all prior year work, including: Monitoring project progress and ensuring all work is completed timely, Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables, Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance, Cultivating existing client relationships, and Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved with special project work

Qualifications:

8-10 years of 401(k) plan administration and consulting experience
ERPA (Enrolled Retirement Plan Agent) or Enrolled Agent (EA) designation required, or the ability and commitment to obtain the credential within a specified timeframe. Nova provides organizational support, study resources, and dedicated study time to assist employees in achieving and maintaining these professional credentials required
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
High level of critical thinking
Committed to lifelong learning and coachable

Compensation and Benefits:

Base Salary $90,000 - $125,000
Salaried, non-exempt
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match

Work Location/Hours:

Work from home
Must work from USA and be authorized to work for any US employer
We will supply all necessary computer equipment
37.5-hour work week
You may choose a start time between 7:30 am and 8:30 am

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