Remote Defined Contribution Account Manager

Remote; San Francisco (CA); Remote; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with employer match

Job summary

Nova 401(k) Associates is seeking an experienced Defined Contribution Account Manager to work fully remotely from a home office. The role supports client/advisor service with a strong implementation and plan document team, offering advancement and overtime pay where applicable.

Position offers a 37.5-hour work week, comprehensive benefits including medical/dental disability and life insurance, a 401(k) with employer match, and PTO.

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 and funding requirements.
• General understanding of actuarial valuations and PBGC coverage requirements.

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate.
• Maintain a caseload of DB/DC Combo plans and manage weekly deadlines.
• Exemplify superior client service and consult with clients on plan operation and design.
• Collaborate with Nova departments, record-keepers, and advisors to ensure a great client experience.
• Document all client interactions in the workflow management system.

Skills

Client relationship management

Time management

Communication skills

Independent work

Problem solving

Education

NIPA credential

ASPP A credential

Bachelor's degree

Job description

Nova 401(k) Associates is seeking an experienced Defined Contribution Account Manager to work fully remotely from a home office. The role supports client/advisor service with a strong implementation and plan document team, offering advancement and overtime pay where applicable.

Position offers a 37.5-hour work week, comprehensive benefits including medical/dental disability and life insurance, a 401(k) with employer match, and PTO.