DB/DC Consultant

Nova 401(k) Associates; Oregon; Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

401(k) plan with employer match

Paid time off

HSA

Job summary

Nova 401(k) Associates is seeking a remote Defined Contribution Account Manager to serve national clients from a home office. The role emphasizes maintaining client and advisor relationships, managing a DB/DC combo plan caseload, and delivering exceptional service within a results-driven team.

You will work with Nova departments and record-keepers, document interactions, and stay current on plan operation, funding deadlines, and regulatory requirements.

Qualifications

• Five or more years of combo plan experience or five or more years of defined contribution plan experience, and defined benefit plan experience.
• Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) testing.
• Understanding of cash balance plans including hypothetical allocations and funding requirements.
• General knowledge of PBGC coverage and requirements.
• Excellent written and verbal communication skills.
• Highly organized with ability to multi-task and manage a book of business.

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate.
• Maintain a caseload of DB/DC Combo plans.
• Manage workload toward weekly goals in a results-oriented environment.
• Consult with clients on plan operation and design.
• Coordinate with Nova departments, record-keepers, and advisors for a great client experience.
• Document all client interactions in the workflow system.
• Follow Nova policies and procedures.
• Expand professional knowledge through seminars and self-study.
• Explain complex funding and design aspects of combo plans (funding, 5500, PBGC, amendments).

Skills

Combo plan experience

Defined contribution plan experience

Defined benefit plan experience

ADP/ACP knowledge

PBGC knowledge

Hypothetical allocations

Plan funding knowledge

Communication skills

Time management

Independent book of business

Lifelong learning

Education

NIPA or ASPPA credential or 4-year degree

Job description

Overview of the Position

Nova 401(k) Associates is looking to fill fully remote Defined Contribution Account Manager positions. 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!

Job Responsibilities

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload of DB/DC Combo plans
• Manage and prioritize your workload towards weekly goals in a results-oriented team environment
• Exemplify superior client service and the ability to consult with clients regarding plan operation and design
• Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
• Document all client interactions in our workflow management system
• Perform work according to Nova policies and procedures
• Expand professional knowledge through seminars and self-study
• Clearly communicate with the client and advisor on the complexities of combo plans including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)

Qualifications

• 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) non-discrimination 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 4 year college degree
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• Ability to proactively and independently manage a book of business
• High level of critical thinking
• Committed to lifelong learning and coachable

Compensation and Benefits

• Base Salary $95,000 - $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

About Nova

Nova 401(k) Associates 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.

What Nova Offers You

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.

We get it. We listen. We communicate.

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