Nova 401(k) Associates

Nova 401(k) Associates is a financial services company specializing in defined contribution plans, such as 401(k) accounts. The company provides expertise in managing retirement accounts, ensuring compliance, and helping clients maximize their retirement savings.

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🔥 Team Leader

Posted 2024-11-13

📍 USA

🧭 Full-Time

💸 90000 - 115000 USD per year

🔍 Retirement plan distribution

Bachelor’s degree required
A minimum of five years of management experience in a fast-paced environment
Relevant industry experience processing or reviewing 401(k) loans/distributions
Excellent written and verbal communication and customer service skills
Ability to maintain confidential information
Superior organizational skills
Proficiency with MS Excel and MS Word
Flexibility and ability to multi-task
Clean background check
ASPPA/NIPA industry credentials a plus

Manage 8-10 staff members
Ensure client and participant satisfaction throughout the distribution process
Manage the team to meet regulatory deadlines and service standards
Monitor team productivity through daily report generation
Assist in training and mentoring of junior staff
Manage annual distribution requests and improve existing processes
Stay updated with regulations affecting the retirement industry

LeadershipCommunication SkillsCustomer serviceMentoringOrganizational skills

Posted 2024-11-13

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🔥 Implementation Specialist

Posted 2024-11-09

📍 USA

🧭 Full-Time

💸 55000 - 70000 USD per year

🔍 401(k) plan administration

Bachelor’s degree and two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) implementation/onboarding experience.
Ability to manage workload towards weekly goals in a 'results only' environment.
Excellent written and verbal communication skills.
Excellent time management and organizational skills, with the ability to multi-task.
High level of critical thinking.
Coachable and committed to professional development.

Provide excellent client/advisor experience during the implementation phase of their plan.
Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals.
Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan.
Review plan adoption agreements and complete plan provision paperwork for the various platform providers.
Assist clients with plan provision inquiries to ensure a basic understanding of plan operation.
Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines.
Set-up internal systems, and load information into compliance software.
Perform work according to Nova policies and procedures.

Communication SkillsAnalytical SkillsCollaborationOrganizational skills

Posted 2024-11-09

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🔥 Tax-Exempt Account Manager

Posted 2024-10-24

📍 USA

🧭 Full-Time

💸 74000 - 95000 USD per year

🔍 Third party administration for retirement plans

Five or more years of 401(k) plan administration experience.
Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500.
Industry designation a plus.
Four-year college degree a plus.
Excellent written and verbal communication skills.
Excellent organizational skills.
High level of critical thinking.
Committed to lifelong learning and coaching.

Maintain and build client and advisor relationships with a high client retention rate.
Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities.
Manage and prioritize workload towards weekly goals in a results-oriented team environment.
Exemplify superior client service and consult with clients regarding plan operation and design.
Work with other Nova departments, record-keepers, and advisors to ensure a great client experience.
Pro-actively communicate with clients and investment advisors about new industry developments.
Review and deliver required non-discrimination testing and government forms, including Form 5500.

Communication SkillsAnalytical SkillsCollaborationOrganizational skills

Posted 2024-10-24

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🔥 Defined Contribution MEP Account Manager

Posted 2024-10-24

📍 USA

🧭 Full-Time

💸 74000 - 95000 USD per year

🔍 Retirement plan administration

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 is a plus.
NIPA credential, ASPPA credential, or a 4-year college degree.
Excellent written and verbal communication skills.
Strong time management and organizational skills with the ability to multi-task.
Ability to manage a book of business proactively and independently.
High level of critical thinking and commitment to lifelong learning.

Maintain client and advisor relationships with a high active client retention rate.
Manage a caseload of MEP adopters, with a workload split between ADP and Safe Harbor plans.
Exemplify superior client service and consult with clients regarding plan operation and design.
Work collaboratively with other Nova departments and advisors to ensure a great client experience.
Document all client interactions in the workflow management system.
Proactively communicate with MEP clients and investment advisors about industry developments.

Communication SkillsOrganizational skills

Posted 2024-10-24

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🔥 Defined Contribution Account Manager

Posted 2024-10-21

📍 USA

🧭 Full-Time

💸 74000 - 95000 USD per year

🔍 Retirement plan administration

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.
NIPA credential, ASPPA credential, or a 4-year college degree.
Excellent written and verbal communication skills.
Excellent time management and organizational skills with the ability to multi-task.
Ability to proactively and independently manage a book of business.
High level of critical thinking.
Committed to lifelong learning and coaching.

Maintain client and advisor relationships with a high active client retention rate.
Maintain a caseload with 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 consult with clients regarding plan operation and design.
Collaborate with other Nova departments, record-keepers, and advisors to ensure a great client experience.
Document all client interactions in the workflow management system.
Perform work according to Nova policies and procedures.
Expand professional knowledge through seminars and self-study.

Communication SkillsAnalytical SkillsCollaborationOrganizational skills

Posted 2024-10-21

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🔥 Qualified Retirement Plan Reviewer

Posted 2024-10-16

📍 USA

🧭 Full-Time

💸 $75,000 - $90,000 per year

🔍 Retirement plan administration

Bachelor’s degree preferred.
Credentials with a nationally recognized organization (ASPPA or NIPA) preferred.
Five or more years of experience in non-discrimination testing.
Strong knowledge of ERISA and Internal Revenue Code and Regulations.
Strong research and analytical skills.
Flexibility, adaptability, and ability to multi-task.
High level of critical thinking.
Coachable and committed to professional development.
Knowledge of Corbel Documents, Pension Pro, and ASC is a plus.

Review work product prepared by team members, including annual trust accounting, ADP/ACP testing, 401(a)4 testing, 410(b) testing, 5500 form, contribution calculations, and safe harbor compliance.
Review work product for other departments as necessary.
Participate in process improvement, standards development, and client service projects as time permits.
Provide feedback and training on work product to junior staff members.
Interpret plan documents/notices.
Keep current with new regulations and legislation; maintain an awareness of proposed regulations and legislation.
Expand professional knowledge through seminars and self-study.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAttention to detail

Posted 2024-10-16

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Nova 401(k) Associates

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