DB/DC Consultant
If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Nova 401(k) Associates may have a “wow” position for you!
Overview of the Position:
Nova 401(k) Associates is looking to fill fully remote Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!
Our consultant position focuses on client/advisor service and is supported by a strong implementation group, plan document team, defined benefit team, production team, quality assurance team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.
About Nova:
Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.
What Nova Offers You:
This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
Job Responsibilities:
Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of DB/DC Combo plans
Manage and prioritize your workload towards weekly goals in a results-oriented team environment
Exemplify superior client service and the 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
Expand professional knowledge through seminars and self-study
Clearly communicate with the client and advisor on the complexities of combo plans including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)
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, top heavy requirements, and minimum and maximum funding requirements
General understanding of actuarial valuations
General knowledge of PBGC coverage and its requirements
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
Compensation and Benefits:
Base Salary $95,000 - $120,000
Salaried, non-exempt
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Work Location/Hours:
Work from home
Must work from USA and be authorized to work for any US employer
We will supply all necessary computer equipment
37.5-hour work week
You may choose a start time between 7:30 am and 8:30 am
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