Defined Contribution Account Manager

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload of PEP and 402(a) solution clients
• 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 departments, record-keepers, and advisors to ensure a great client experience
• Perform work according to AMP and Nova policies and procedures
• Proactively communicate with clients and investment advisors about new industry developments

Requirements

• Minimum of 5 years of 401(k) plan administration or consulting experience
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• College degree
• NIPA or ASPPA credentials
• Excellent written and verbal communication skills
• High level of critical thinking and organizational skills

Preferred Qualifications

• Experience with pricing and billing
• Familiarity with PEP, 402(a), and/or 3(16) service models and providers

Benefits

• Base salary between $70,000 - $120,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• HSA
• Home office equipment provided
• Professional designation financial support

About the Company

AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova is a vibrant and growing national third party, non-producing administration firm.