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DB/DC Consultant

Nova 401(k) Associates

in Remote

Logo for Nova 401(k) Associates

If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you have defined benefit experience? 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!


Overview of the Position:

Nova 401(k) Associates is looking to fill a DB/DC Consultant position. This position includes a 37.5-hour work week, a competitive compensation package including: medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, an HSA, and paid time off.

Our consultant position focuses on client/advisor service and is supported by a strong implementation group, plan document team, defined benefit team, production team, quality assurance 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 advancement opportunities for our professionals.

 

Job Responsibilities:

  • Maintain client and advisor relationships with a high client retention rate
  • Maintain a caseload of DB/DC Combo plans
  • Manage and prioritize 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 to the client and advisor on the complexities of combo plans including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)


Qualifications:

  • NIPA credential, ASPPA credential, or a 4-year college degree
  • Five or more years of combo plan experience or five or more years of defined contribution plan experience and defined benefit plan experience
  • Excellent 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
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Committed to lifelong learning
  • Coachable


Compensation and Benefits:

  • Base Salary - $74,000 - $95,000
  • Salaried, non-exempt position
  • 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
  • No or minimal travel
  • Attend regular video meetings via Microsoft Teams or equivalent
  • We will supply all necessary computer equipment
  • Work hours: standard business hours

We get it. We listen. We communicate.

How to Apply

Apply Now


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Nova 401(k) Associates has trusted BenefitsLink to help reach qualified candidates for this opening.

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