Defined Contribution MEP Account Manager

Are you excited about shaping the future of retirement plans? Do you have a passion for expanding your knowledge of MEPs? If so, the company may have a “wow” position for you! MEP experience is a plus, but we are willing to train individuals who have at least 5 years of plan administration experience.

Overview of the Position

The company is looking to fill fully remote Defined Contribution MEP Account Manager positions. We will provide you with a home office set-up including a computer and a phone. The company has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our MEP Account Manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within the company and the industry.

About the company

The company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

What the company Offers You

This position supports a great work-life balance with a 37.5-hour work week, generous PTO and overtime pay. We also financially support professional designations and offer regular, recurring professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, the company(k) plan, and an HSA.

Job 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 the company departments, record-keepers, and advisors to ensure a great client experience

• Document all client interactions in our workflow management system

• Perform work according to the company policies and procedures

• Proactively communicate with MEP clients and investment advisors about new industry developments

Qualifications

• Five or more years of the company(k) plan administration experience

• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and the company(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

Compensation and Benefits

• Base Salary $74,000 - $95,000

• Salaried, non-exempt

• Medical, dental, disability, and life insurance

• Paid time off

• the company(k) plan with employer match

Work Location/Hours

• Work from home

• Must work from USA and be authorized to work for any US employer

• We will supply all necessary computer equipment

• 37.5-hour work week

• You may choose a start time between 7:30 am and 8:30 am

About the Process

We manage the process through Greenhouse and respond to every inquiry through Greenhouse.com. To make sure that you receive our emails, please make sure to whitelist Greenhouse.com and Nova401k.com in your email and/or periodically check your junk email.

All interviews are via video interview – no travel is required!

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