Senior Defined Contribution Account Manager

June 3, 2024

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Logo of Nova 401(k) Associates

Nova 401(k) Associates

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 • Manage a caseload of more complicated plans • Perform work product review and manage workload • Provide superior client service and consult with clients • Proactively communicate with clients and investment advisors • Collaborate with other departments for a great client experience • Work according to company policies and procedures

🎯 Requirements

• Ten or more years of 401(k) plan administration experience • NIPA or ASPPA credentials • College degree • Superior knowledge of various 401(k) plan testing and administration topics • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to proactively 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

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