DB/DC Consultant

Remote; San Francisco (CA); Remote; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with employer match

Job summary

Nova 401(k) Associates is seeking an experienced Defined Contribution Account Manager to work fully remotely from a home office. The role supports client/advisor service with a strong implementation and plan document team, offering advancement and overtime pay where applicable.

Position offers a 37.5-hour work week, comprehensive benefits including medical/dental disability and life insurance, a 401(k) with employer match, and PTO.

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 and funding requirements.
• General understanding of actuarial valuations and PBGC coverage requirements.

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate.
• Maintain a caseload of DB/DC Combo plans and manage weekly deadlines.
• Exemplify superior client service and consult with clients on plan operation and design.
• Collaborate with Nova departments, record-keepers, and advisors to ensure a great client experience.
• Document all client interactions in the workflow management system.

Skills

Client relationship management

Time management

Communication skills

Independent work

Problem solving

Education

NIPA credential

ASPP A credential

Bachelor's degree

Job description

If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Nova 401(k) Associates may have a “wow” position for you!

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!

Our consultant position focuses on client/advisor service and is supported by a strong implementation group, plan document team, defined benefit team, production team, quality assurance team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.

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.

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

We get it. We listen. We communicate.