Defined Contribution MEP Account Manager

The role

The Account Manager will maintain client and advisor relationships and manage a caseload of MEP adopters. The role focuses on review and client/advisor service.

What you will do

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload of MEP adopters, 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
• 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
• Proactively communicate with MEP clients and investment advisors about new industry developments

Required qualifications

• 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
• 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

Nice to have

• MEP experience
• Familiarity with MEP service models and providers
• NIPA credential
• ASPPA credential
• 4-year college degree

Benefits

• Home office set-up including a computer and a phone
• Generous PTO
• Overtime pay
• Financial support for professional designations
• Regular, recurring professional training
• Medical insurance
• Dental insurance
• Disability insurance
• Life insurance
• 401(k) plan with employer match
• HSA

Before you apply

• Must work from USA
• Must be authorized to work for any US employer
• All interviews are via video interview

About the company

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm.