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Nova 401(k) Associates

401(k) plan administration and actuarial services

Defined Contribution Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of 401(k) plan administration experience or at least 5 years 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.
  • A college degree.
  • Excellent written and verbal communication skills.
  • Excellent organizational skills.
  • High level of critical thinking.
  • Ability to multitask.
  • Commitment to lifelong learning and coachability.
  • Must work from the USA and be authorized to work for any US employer.

Responsibilities

  • Maintain client and advisor relationships and a high active client retention rate.
  • Maintain a caseload of PEP and 402(a) solution clients.
  • Manage and prioritize workload toward weekly goals in a results-oriented team environment.
  • Provide superior client service and consult with clients regarding plan operation and design.
  • Work with other departments, record-keepers, and advisors to ensure a positive client experience.
  • Perform work according to AMP and Nova policies and procedures.
  • Proactively communicate with clients and investment advisors about new industry developments.

Desired Qualifications

  • Experience with 402(a), 3(16), or Pooled Employer Plans.
  • Experience with pricing and billing.
  • Familiarity with PEP, 402(a), and/or 3(16) service models and providers.

About the Company

Nova 401(k) Associates

401(k) plan administration and actuarial services

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
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Houston, TX
Founded
2000

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