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

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
Familiarity with MEP service models and providers a plus
NIPA credential, ASPPA credential, or a 4-year college degree
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

Defined Contribution MEP Account Manager

Key skills