Remote Tax-Exempt 401(k) Account Manager

Nova 401(k) Associates; Houston (TX); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

Professional training support

401(k) plan with employer match

Health insurance

Job summary

A national third-party administration firm is seeking a remote DC Account Manager to maintain and build relationships with clients. The role involves managing 401(k) plans and ensuring excellent client service while communicating industry updates. Candidates should have over five years in 401(k) administration, knowledge of non-discrimination testing, and strong communication skills. The position offers a competitive salary and benefits including medical, dental, and PTO.

Qualifications

• Five or more years of 401(k) plan administration experience.
• Excellent knowledge of non-discrimination testing and government forms, including Form 5500.
• Industry designation preferred.

Responsibilities

• Maintain and build client and advisor relationships with a high retention rate.
• Manage a caseload of 401(k) plans and retirement plans.
• Pro-actively communicate with clients about industry developments.

Skills

401(k) plan administration experience

Excellent communication skills

Organizational skills

Critical thinking

Education

Four-year college degree

Job description

A national third-party administration firm is seeking a remote DC Account Manager to maintain and build relationships with clients. The role involves managing 401(k) plans and ensuring excellent client service while communicating industry updates. Candidates should have over five years in 401(k) administration, knowledge of non-discrimination testing, and strong communication skills. The position offers a competitive salary and benefits including medical, dental, and PTO.