Remote 401(k) Defined Contribution Consultant

Nova 401(k) Associates; United States; Remote; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates is seeking an experienced Defined Contribution Account Manager for a fully remote role in the United States. You will focus on client/advisor service with support from a strong implementation and plan-design team.

The position offers a 37.5 hour week, generous PTO, health/dental/disability/life insurance, a 401(k) plan with employer match, HSA, and ongoing professional training. Start times are flexible; you’ll work from home with equipment supplied.

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.
• Excellent written and verbal communication skills.
• Ability to proactively and independently 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 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.)

Skills

Client service

Time management

Verbal communication

Independent work

Critical thinking

Education

NIPA credential

ASPPA credential

4-year college degree

Job description

Nova 401(k) Associates is seeking an experienced Defined Contribution Account Manager for a fully remote role in the United States. You will focus on client/advisor service with support from a strong implementation and plan-design team.

The position offers a 37.5 hour week, generous PTO, health/dental/disability/life insurance, a 401(k) plan with employer match, HSA, and ongoing professional training. Start times are flexible; you’ll work from home with equipment supplied.