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Forrestall CPAs, LLC
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Defined Contribution MEP Account Manager

Nova 401(k) Associates

in Telecommute / Houston TX / Dallas TX / Scottsdale AZ

Nova 401(k) Associates

Are you looking for your next challenge? Do you excel at solving your clients’ Multiple-Employer Plan and 401(k) problems? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home? Are you tired of working insane overtime?

Nova 401(k) Associates is looking to fill defined contribution Multiple-Employer Plan (MEP) account manager positions with 5 - 10 years of 401(k)/MEP administration experience. We are building our MEP Team by consolidating MEP clients from existing teams.

We are in the process of transforming our account manager positions to focus exclusively 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 regional teams with each team serving up to 750 clients. Teams work toward stated quarterly 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.

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 in excess of 20% per year providing advancement opportunities for our professionals.  If you are located near one of our physical offices (currently Dallas, Houston and Scottsdale), the position will allow you to work partly from home and partly from our office. If you are not near one of our physical offices, we will provide you with a home office setup including computer and phone so that you can serve your clients from home. We will not pay moving expenses.


Job Responsibilities:

  • Maintain client and advisor relationships with a high active client retention rate
  • Maintain a caseload of about 130 MEP clients, 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
  • Proactively communicate with clients and investment advisors about new industry developments
  • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
  • Perform work according to Nova policies and procedures
  • Consult with clients regarding plan operation and design
  • Proactively communicate with MEP clients and investment advisors about new industry developments
  • Prepare and review ADP/ACP, other non-discrimination testing, Form 5500, and other government forms

Qualifications:

  • Between 5 - 10 years of 401(k) plan administration experience
  • 3 or more years of working with multiple MEPs including PEOs, open MEPs, and association plans
  • Experience with pricing and billing MEPs a plus
  • Experience with moving client organizations in and out of MEPs
  • Familiarity with MEP service models and providers
  • Excellent knowledge of MEPs and PEOs including recent guidance and pending legislation
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • NIPA or ASPPA credentials
  • College degree
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Committed to lifelong learning and coachable

                                   We get it. We listen. We communicate.

How to Apply


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