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Nova 401(k) Associates

401(k) plan administration and actuarial services

Team Leader

Business & StrategyConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 10 years of experience in nondiscrimination testing.
  • At least 5 years of supervisory or management experience in the retirement plan field.
  • NIPA or ASPPA credentials.
  • A bachelor's degree.
  • Excellent knowledge of ADP/ACP, Section 415, Section 410(b), Top Heavy, and Section 401(a)(4) nondiscrimination testing.
  • Strong knowledge of ERISA, the Internal Revenue Code, and regulations, including experience in nondiscrimination testing.
  • Ability to manage and prioritize workload toward weekly goals in a results-oriented team environment.
  • Ability to interpret provisions of pre-approved and individually designed plan documents.
  • Strong research and analytical skills.
  • Excellent written and verbal communication skills.
  • Superior organizational skills.
  • Flexibility, adaptability, and ability to multitask.
  • High level of critical thinking.
  • Commitment to lifelong learning and coachability.
  • Must work from the USA and be authorized to work for any US employer.

Responsibilities

  • Manage a team of 6–8 staff members, including some combination of Senior Account Managers, Account Managers, and Associate Account Managers; ensure client satisfaction for clients assigned to the team, manage the team to meet performance metrics, provide training and feedback to team members, and complete salary and performance reviews.
  • Champion AMP’s values and policies.
  • Assist in training staff members throughout the year.
  • Resolve at least 50% of service issues escalated by team members.
  • Keep current with new regulations and legislation and maintain awareness of proposed regulations and legislation.
  • Assist with at least three Nova client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special Nova events.
  • Assist team members with annual client reviews.
  • Maintain a caseload of about 50 clients.
  • Provide design and consulting services to plans assigned to the team.
  • Cultivate existing client relationships for plans assigned to the team.
  • Communicate with principals, clients, financial advisors, attorneys, certified public accountants, and other professionals on plans assigned to the team.
  • Perform other duties as required.

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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