Defined Contribution MEP Account Manager

September 7, 2024

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Nova 401(k) Associates

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Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans

51 - 200 employees

💸 Finance

📋 Description

•Maintain client and advisor relationships with a high active client retention rate •Maintain a caseload of MEP adopters, approximately 50% split between ADP and Safe Harbor plans •Manage and prioritize workload towards weekly goals in a results-oriented team environment •Exemplify superior client service and 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 •Proactively communicate with MEP clients and investment advisors about new industry developments

🎯 Requirements

•Five or more years of 401(k) plan administration experience •Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing •Familiarity with MEP service models and providers a plus •NIPA credential, ASPPA credential, or a 4-year college degree •Excellent written and verbal communication skills •Excellent time management, organizational skills, and ability to multi-task •Ability to proactively and independently manage a book of business •High level of critical thinking •Committed to lifelong learning and coachable

🏖️ Benefits

•Medical, dental, disability, and life insurance •Paid time off •401(k) plan with employer match