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Defined Contribution Account Manager

Role overview

Qualifications

  • Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
  • NIPA or ASPPA credentials
  • College degree

Responsibilities

  • Maintain client and advisor relationships with a high active client retention rate
  • Manage and prioritize workload towards weekly goals in a results-oriented team environment
  • Exemplify superior client service and ability to consult with clients regarding plan operation and design
  • Proactively communicate with clients and investment advisors about new industry developments

Key facts

Other skills

  • Plan Execution
  • Consulting
  • Communication
  • Organizational Skills
  • Critical Thinking
  • Multitasking
  • Lifelong Learning

About the company

Nova 401(k) Associates logo

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

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Job description

Are you interested in working on Retirement Plans of the future? Do you have Plan Administration expertise and enjoy consulting on plan design and compliance issues? If so, Nova 401(k) Associates may have a “WOW” position for you with the 401(k) Administration Program, Inc. (AMP)!

The 401(k) Administration Program, Inc. (AMP) is growing and excited to fill Remote Account Manager Positions. Experience with 402(a), 3(16), or Pooled Employer Plans is a plus, but we are willing to train individuals who have at least 5 years of plan administration and consulting experience.

 

Overview of the Position:

AMP is looking to fill fully remote Defined Contribution Account Manager positions. We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.

 

About Nova and AMP:

AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova 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 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 towards weekly goals in a results-oriented team environment
  • Exemplify superior client service and ability to 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

 

Qualifications:

  • Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience 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
  • Committed to lifelong learning and coachable

 

What Nova Offers You:

We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.

 

Compensation and Benefits:

  • Base Salary $70,000 - $120,000
  • 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

 

                                                       We get it. We listen. We communicate.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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