Defined Contribution MEP Account Manager

CRM Hike; United States; Remote; USD 74,000 - 95,000; Full time

Job summary

An established industry player is seeking a Defined Contribution MEP Account Manager to shape the future of retirement plans. This fully remote position offers a supportive work environment with a focus on client service and team collaboration. With over a decade of remote work experience, the company provides a comprehensive home office setup and promotes work-life balance through generous PTO and professional development opportunities. Ideal candidates will have a strong background in 401(k) plan administration and a passion for client engagement. If you're ready to advance your career while making a difference in the retirement planning sector, this role is for you!

Benefits

Medical insurance

Dental insurance

Disability insurance

Life insurance

401(k) plan with employer match

Generous PTO

Professional training support

Qualifications

• 5+ years of 401(k) plan administration experience required.
• Knowledge of ADP/ACP testing and non-discrimination testing is essential.

Responsibilities

• Maintain client relationships with a high retention rate.
• Manage a caseload of MEP adopters and prioritize workload.

Skills

401(k) plan administration

ADP/ACP testing knowledge

Excellent communication skills

Time management

Organizational skills

Critical thinking

Ability to multi-task

Client relationship management

Job description

Defined Contribution MEP Account Manager

Remote

Are you excited about shaping the future of retirement plans? Do you have a passion for expanding your knowledge of MEPs? If so, Nova 401(k) Associates may have a “wow” position for you! MEP experience is a plus, but we are willing to train individuals who have at least 5 years of plan administration experience.

Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote Defined Contribution MEP 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!

We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our MEP 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:

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 MEP adopters, approximately 50% split between ADP and Safe Harbor plans
• 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 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
• Proactively communicate with MEP clients and investment advisors about new industry developments

Qualifications:

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• Familiarity with MEP service models and providers a plus
• 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 $74,000 - $95,000
• 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

About the Process:

We manage the process through Greenhouse and respond to every inquiry through Greenhouse.com. To make sure that you receive our emails, please make sure to whitelist Greenhouse.com and Nova401k.com in your email and/or periodically check your junk email.

All interviews are via video interview – no travel is required!