Teams at Nova 401(k) Associates

Reviews retirement plan administration work, including nondiscrimination testing, trust accounting, Form 5500, contribution calculations, and safe harbor compliance. Interprets plan documents, monitors ERISA and Internal Revenue Code developments, provides feedback and training to junior staff, and supports process improvement and client service projects. This is a fully remote quality assurance role without a client base.

Processes retirement plan loan and distribution requests, prepares participant packages, verifies vesting, identifies defaults and RMDs, and communicates with participants, sponsors, advisors, vendors, and internal teams. Provides customer service, updates request status, performs data entry, interprets plan documents, maintains cybersecurity training, and pursues industry certifications. The role is fully remote with paid training and no retirement-industry experience required.

Manage a portfolio of current and delinquent 401(k) administration clients, guiding them through prior-year compliance work and corrective actions. Coordinate timelines, deliverables, internal teams, and client calls while maintaining relationships with principals, advisors, attorneys, and CPAs. Responsibilities include ensuring plans achieve compliance, managing special projects independently, and applying advanced knowledge of retirement plan nondiscrimination testing, controlled groups, and mergers and acquisitions.