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Nova 401(k) Associates

401(k) plan administration and actuarial services

Tax-Exempt Account Manager

Full-Time
$70k - $100k+ 401(k) Match
Senior
Bachelor's
Remote in USA
RemoteMust work from the USA and be authorized to work for any US employer.
AccountingFinancial Accounting
No H1B Sponsorship

About the job

Requirements
  • Five or more years of 401(k) plan administration experience.
  • Strong knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500.
  • Excellent written and verbal communication skills.
  • Strong organizational skills.
  • High-level critical-thinking ability.
  • Commitment to lifelong learning and coaching.
  • Must be authorized to work for any US employer.
Responsibilities
  • Maintain and build client and advisor relationships to support high client retention.
  • Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities.
  • Manage and prioritize workload toward weekly goals within a results-oriented team environment.
  • Consult with clients regarding plan operation and design while providing superior client service.
  • Work with other Nova departments, record-keepers, and advisors to ensure a strong client experience.
  • Perform work according to Nova policies and procedures.
  • Proactively communicate with clients and investment advisors about new industry developments.
  • Review and deliver required non-discrimination testing and government forms, including Form 5500.
Desired Qualifications
  • An industry designation is a plus.
  • A four-year college degree is a plus.

About the company

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Nova 401(k) Associates

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Nova 401(k) Associates provides third-party administration for 401(k) retirement plans and actuarial services for defined benefit and cash balance plans. Their services help businesses manage their retirement plans by handling administrative tasks and offering actuarial analysis so plans stay compliant and funded. How it works: a team of account managers listens to a client’s business goals, asks the right questions, and then offers practical, easy-to-understand guidance to design and run a 401(k) plan efficiently, avoiding information overload and unnecessary costs. How it is different from competitors: it focuses on understanding each client’s business, communicates in clear terms, and delivers actionable solutions instead of theoretical advice. The company’s goal is to help clients run successful retirement plans with less hassle, providing the knowledge and resources needed to make informed decisions.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

2000

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 hiring pages show active demand for associate, analyst, and manager roles.
  • Free webinars and plan-document resources deepen advisor relationships and lower acquisition costs.
  • Remote and hybrid openings widen recruiting, supporting growth without proportional office expansion.

What critics are saying

  • Form 5500 and census work creates error risk, and one mistake triggers client flight.
  • Heavy reliance on account managers means staffing gaps damage service quality within quarters.
  • PEP and automated retirement platforms pressure Nova's manual TPA model toward commoditization.

What makes Nova 401(k) Associates unique

  • Nova serves 10,000+ retirement plans with $14B assets, spanning 401(k), 403(b), and defined benefit.
  • It sells customized plan design plus compliance, not generic software, for advisors and business owners.
  • Houston hiring and paid exam support create a credentialed, service-heavy bench moat.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation
  • 401(k) Plan
  • HSA
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) plan with employer match
  • Health Insurance