Defined Contribution Account Manager

Remote. Posted 3 months ago

The role

The Account Manager will maintain client and advisor relationships and manage a caseload of PEP and 402(a) solution clients. The role focuses on review and client/advisor service through consulting on plan operation and design.

What you will do

Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of PEP and 402(a) solution clients
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 departments, record-keepers, and advisors to ensure a great client experience
Perform work according to AMP and Nova policies and procedures
Proactively communicate with clients and investment advisors about new industry developments

Required qualifications

Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
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
Ability to multitask
Committed to lifelong learning and coachable

Nice to have

Experience with 402(a), 3(16), or Pooled Employer Plans
Experience with pricing and billing
Familiarity with PEP, 402(a), and/or 3(16) service models and providers

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

About the company

AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova is a national third party, non-producing administration firm.