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Nova 401(k) Associates

401(k) plan administration and actuarial services

Defined Benefit/Defined Contribution Consultant

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Five or more years of combo plan experience, or five or more years of defined contribution plan experience and defined benefit plan experience.
  • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • Working knowledge of cash balance plans, including hypothetical allocations, top heavy requirements, and minimum and maximum funding requirements.
  • General understanding of actuarial valuations.
  • General knowledge of PBGC coverage and its requirements.
  • NIPA credential, ASPPA credential, or a four-year college degree.
  • Strong written and verbal communication skills.
  • Strong time management and organizational skills, with the ability to multitask.
  • Ability to independently and proactively manage a book of business.
  • High level of critical thinking.
  • Commitment to lifelong learning and coachability.

Responsibilities

  • Maintain client and advisor relationships and a high active client retention rate.
  • Maintain a caseload of defined benefit/defined contribution combo plans.
  • 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 Nova departments, record-keepers, and advisors to ensure a strong client experience.
  • Document all client interactions in the workflow management system.
  • Perform work according to Nova policies and procedures.
  • Expand professional knowledge through seminars and self-study.
  • Clearly communicate with clients and advisors about combo plan complexities, including annual funding requirements, plan design, and deadlines for funding, Form 5500, PBGC matters, and amendments.

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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