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!

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!

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.

• →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.)

• 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

• 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