Remote 401(k) Account Manager – Special Projects

Nova 401(k) Associates Inc.; Houston, Northern (TX, KY); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, disability, and life 

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates Inc. is hiring for a Special Projects Team (SPT) Account Manager to work with clients on prior year administration requirements, including compliance testing, Form 5500 filings, and valuations.

The role focuses on guiding clients through outstanding work, maintaining relationships, and coordinating with internal teams to ensure timely, compliant deliverables while offering the flexibility to work from home.

Qualifications

• 8–10 years of 401(k) plan administration and consulting experience.
• Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience.
• NIPA or ASPPA credential, ERPA a plus.
• Excellent written and verbal communication skills; strong time management and organization.

Responsibilities

• Maintain a caseload of clients including current and new clients with missed prior year work.
• Consult and guide clients through completion of prior year work, including timelines.
• Monitor project progress and ensure timely completion.
• Assist and participate in client calls regarding outstanding requirements, timelines, and deliverables.
• Coordinate with internal teams to efficiently execute corrective actions and bring plans into compliance.
• Cultivate existing client relationships and communicate with principals, clients, financial advisors, attorneys, CPAs, and others involved.

Skills

401(k) plan administration

ADP/ACP testing

Mergers and acquisitions

NIPA or ASPPA credential

ERPA a plus

Communication

Time management

Multitasking

Independent management

Critical thinking

Education

NIPA or ASPPA credential (ERPA a plus)

Job description

Nova 401(k) Associates Inc. is hiring for a Special Projects Team (SPT) Account Manager to work with clients on prior year administration requirements, including compliance testing, Form 5500 filings, and valuations.

The role focuses on guiding clients through outstanding work, maintaining relationships, and coordinating with internal teams to ensure timely, compliant deliverables while offering the flexibility to work from home.