Defined Contribution Account Manager

Nova 401(k) Associates Inc.; Northern (KY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

401(k) plan

HSA

Paid time off

Remote work option

Home office setup

Job summary

Nova 401(k) Associates is seeking a fully remote Defined Contribution Account Manager to support 401(k) plan administration, design, and compliance consulting. The role emphasizes client/advisor service and collaboration with our implementation and plan document teams.

Remote work is offered with strong support and a focus on meeting weekly goals. The ideal candidate has 5+ years of plan administration or consulting, familiarity with 402(a), 3(16), and PEPs, and excellent communication skills.

Qualifications

• Minimum of 5 years in 401(k) plan administration or consulting.
• Experience with pricing and billing is a plus.
• Familiarity with 402(a), 3(16), and PEPs is a plus.
• Strong written and verbal communication and organizational skills.
• Willingness to work remotely and adapt to a fast-growing firm.

Responsibilities

• Maintain client and advisor relationships with high retention.
• Manage a caseload of PEP and 402(a) clients.
• Prioritize workload to meet weekly goals in a team setting.
• Provide superior client service with plan operation and design advice.
• Coordinate with record-keepers and advisors for great client experience.
• Follow AMP and Nova policies and procedures.
• Communicate industry developments to clients and investment advisors.

Skills

Plan administration

Client service

Consulting

ADP/ACP knowledge

401(k) knowledge

Education

NIPA or ASPPA credentials

Job description

Are you interested in working on Retirement Plans of the future? Do you have Plan Administration expertise and enjoy consulting on plan design and compliance issues? If so, Nova 401(k) Associates may have a “WOW” position for you with the 401(k) Administration Program, Inc. (AMP)!

The 401(k) Administration Program, Inc. (AMP) is growing and excited to fill Remote Account Manager Positions. Experience with 402(a), 3(16), or Pooled Employer Plans is a plus, but we are willing to train individuals who have at least 5 years of plan administration and consulting experience.

Overview of the Position:

AMP is looking to fill fully remote Defined Contribution Account Manager positions. We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document 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 and AMP:

AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova 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.

Job Responsibilities:

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

Qualifications:

• Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
• Experience with pricing and billing a plus
• Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA or ASPPA credentials
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Ability to multitask
• Committed to lifelong learning and coachable

What Nova Offers You:

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!

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.

Compensation and Benefits:

• Base Salary $70,000 - $120,000
• 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
• You may choose a start time between 7:30 am and 8:30 am

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I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment.I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position.If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law.I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. *