DB/DC Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Foster and sustain relationships with clients and advisors, ensuring a high retention rate among active clients.

• Manage a caseload of Defined Benefit/Defined Contribution (DB/DC) Combo plans.

• Effectively prioritize and manage workload to meet weekly targets within a results-driven team setting.

• Advise clients on plan operations and design aspects.

• Collaborate with various Nova departments, record-keepers, and advisors to provide an exceptional client experience.

• Record all client interactions in the workflow management system.

• Conduct work in alignment with Nova's policies and procedures.

• Enhance professional expertise through seminars and independent study.

• Communicate with clients and advisors regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines for funding, 5500 filings, PBGC, and amendments.

• Engage in weekly team calls to discuss deadlines and industry developments within Nova.

⛳️ Requirements

• A minimum of five years of experience with combo plans, or five years of experience with both defined contribution and defined benefit plans.

• Extensive knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing.

• Proficient understanding of cash balance plans, including hypothetical allocations, top-heavy requirements, and funding limits.

• Basic knowledge of actuarial valuations.

• Familiarity with PBGC coverage and its stipulations.

• Possession of a NIPA credential, ASPPA credential, or a four-year college degree.

• Strong written and verbal communication skills.

• Exceptional time management and organizational abilities.

• Capability to handle multiple tasks simultaneously.

• Ability to independently and proactively manage a book of business.

• High level of critical thinking skills.

• A commitment to continuous learning and a willingness to be coached.

• Must reside in the USA and be authorized to work for any US employer.

🏝️ Benefits

• Flexibility to work from home.

• Home office setup, including a computer and phone.

• 37.5-hour work week.

• Generous paid time off policy.

• Overtime compensation.

• Financial assistance for obtaining professional designations.

• Ongoing professional training opportunities.

• Medical insurance coverage.

• Dental insurance benefits.

• Disability insurance options.

• Life insurance coverage.

• 401(k) plan with employer matching contributions.

• Health Savings Account (HSA) availability.

• Flexible start times between 7:30 am and 8:30 am.

• Necessary computer equipment provided.