Note: The job is a remote job and is open to candidates in USA. Nova 401(k) Associates is a national third-party retirement plan administration firm. The Special Projects Account Manager will manage a caseload of current and new clients, guide them through prior-year administration work, monitor project completion, coordinate corrective actions, and maintain client relationships.
Responsibilities
- Maintain case load of clients which would be a mix of current clients and new clients with missed prior year annual administration work
- Consult and guide clients through completion of all prior year work, including: Monitoring project progress and ensuring all work is completed timely, Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables, Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance, Cultivating existing client relationships, and Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved with special project work
Skills
- 8-10 years of 401(k) plan administration and consulting experience
- ERPA (Enrolled Retirement Plan Agent) or Enrolled Agent (EA) designation required, or the ability and commitment to obtain the credential within a specified timeframe required
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Superior knowledge of 401(a)4 and controlled group testing
- Mergers and acquisitions experience
- 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
- Be authorized to work for any US employer
Benefits
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- Organizational support, study resources, and dedicated study time to assist employees in achieving and maintaining these professional credentials
- Work from home
- We will supply all necessary computer equipment
- You may choose a start time between 7:30 am and 8:30 am
Company Overview