Defined Contribution MEP Account Manager

Posted 16 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Senior level
Fintech • Payments • Financial Services
The Role
The Defined Contribution MEP Account Manager will maintain client relationships, manage a caseload of MEP clients, and consult on plan operation and design. The role requires proactive communication with clients and advisors and collaboration with other departments to ensure client satisfaction and compliance with company policies.
Summary Generated by Built In

Are you excited about shaping the future of retirement plans? Do you have a passion for expanding your knowledge of MEPs? If so, Nova 401(k) Associates may have a "wow" position for you! MEP experience is a plus, but we are willing to train individuals who have at least 5 years of plan administration experience.

Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote Defined Contribution MEP 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!

We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our MEP Account Manager position is supported by a strong implementation group, plan document 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 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

Qualifications:

  • 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

Compensation and Benefits:

  • Base Salary $74,000 - $95,000
  • 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

About the Process:

We manage the process through Greenhouse and respond to every inquiry through Greenhouse.com. To make sure that you receive our emails, please make sure to whitelist Greenhouse.com and Nova401k.com in your email and/or periodically check your junk email.

All interviews are via video interview – no travel is required!


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The Company
Houston, TX
180 Employees
On-site Workplace
Year Founded: 2000

What We Do

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.

At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.

The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.

When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches

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