Defined Contribution MEP Account Manager

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. They are seeking a Defined Contribution MEP Account Manager to maintain client relationships, manage MEP accounts, and provide superior client service while collaborating with various teams within the company.

Responsibilities:

• 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

Requirements:

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