Special Projects Account Manager
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Job Description
Special Projects Account Manager guiding clients through compliance testing, Form 5500 filings, and annual valuations. Supporting Nova 401(k) Associates’ national retirement-plan administration practice.
Responsibilities:
- Maintain a caseload of current and new clients with missed prior-year annual administration work
- Consult and guide clients through completion of prior-year administration requirements
- Complete or oversee compliance testing, Form 5500 filings, and annual valuations
- Monitor project progress and ensure timely completion
- Assist with and participate in client calls regarding outstanding requirements, timelines, and deliverables
- Coordinate with internal teams to execute corrective actions and bring plans into compliance
- Cultivate existing client relationships
- Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals
Requirements:
- 8-10 years of 401(k) plan administration and consulting experience
- 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
- NIPA or ASPPA credential
- Excellent written and verbal communication skills
- Excellent time management and organizational skills
- Ability to multitask
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Committed to lifelong learning and coachable
- Must work from the USA
- Must be authorized to work for any US employer
Benefits:
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- Work from home
- Necessary computer equipment supplied
- Flexible start time between 7:30 am and 8:30 am
- Career advancement opportunities
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