Remote DC/DB Plan Manager

Nova 401(k) Associates; Oregon; Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

401(k) plan with employer match

Paid time off

HSA

Job summary

Nova 401(k) Associates is seeking a remote Defined Contribution Account Manager to serve national clients from a home office. The role emphasizes maintaining client and advisor relationships, managing a DB/DC combo plan caseload, and delivering exceptional service within a results-driven team.

You will work with Nova departments and record-keepers, document interactions, and stay current on plan operation, funding deadlines, and regulatory requirements.

Qualifications

• Five or more years of combo plan experience or five or more years of defined contribution plan experience, and defined benefit plan experience.
• Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) testing.
• Understanding of cash balance plans including hypothetical allocations and funding requirements.
• General knowledge of PBGC coverage and requirements.
• Excellent written and verbal communication skills.
• Highly organized with ability to multi-task and 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 workload toward weekly goals in a results-oriented environment.
• Consult with clients on plan operation and design.
• Coordinate with Nova departments, record-keepers, and advisors for a great client experience.
• Document all client interactions in the workflow system.
• Follow Nova policies and procedures.
• Expand professional knowledge through seminars and self-study.
• Explain complex funding and design aspects of combo plans (funding, 5500, PBGC, amendments).

Skills

Combo plan experience

Defined contribution plan experience

Defined benefit plan experience

ADP/ACP knowledge

PBGC knowledge

Hypothetical allocations

Plan funding knowledge

Communication skills

Time management

Independent book of business

Lifelong learning

Education

NIPA or ASPPA credential or 4-year degree

Job description

Nova 401(k) Associates is seeking a remote Defined Contribution Account Manager to serve national clients from a home office. The role emphasizes maintaining client and advisor relationships, managing a DB/DC combo plan caseload, and delivering exceptional service within a results-driven team.

You will work with Nova departments and record-keepers, document interactions, and stay current on plan operation, funding deadlines, and regulatory requirements.