DB/DC Consultant

Nova 401(k) Associates

. Maintain client and advisor relationships with a high active client retention rate .

Posted 11/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $95,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing combo plans and defined contribution and benefit plans, with a strong understanding of compliance requirements such as ADP/ACP testing and PBGC regulations. Proven ability to maintain client relationships and effectively communicate complex plan details while managing a diverse caseload.

Highest-signal resume keywords

Combo Plan ExperienceADP/ACP Testing KnowledgePBGC Compliance UnderstandingNIPA Or ASPPA CredentialClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Defined Contribution Plan ExperienceDefined Benefit Plan ExperienceCash Balance Plan KnowledgeActuarial Valuations UnderstandingNon-Discrimination Testing KnowledgeFunding Requirements KnowledgeWorkflow Management System Proficiency

Soft Skills

Excellent Communication SkillsTime Management SkillsOrganizational SkillsCritical ThinkingMulti-Tasking Ability

Certifications & Qualifications

NIPA CredentialASPPA Credential4 Year College Degree

Industry Keywords

Client RetentionPlan Operation ConsultationTeam CollaborationProfessional DevelopmentResults-Oriented Environment

About the role

Key responsibilities & impact

Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of DB/DC Combo plans
Manage and prioritize workload toward weekly goals in a results-oriented team environment
Consult with clients regarding plan operation and design
Work with Nova departments, record-keepers, and advisors to ensure a great client experience
Document all client interactions in the workflow management system
Perform work according to Nova policies and procedures
Expand professional knowledge through seminars and self-study
Communicate with clients and advisors about combo-plan complexities, including annual funding requirements, plan design, and deadlines for funding, 5500, PBGC, and amendments
Participate in weekly team calls discussing deadlines and developments within Nova and the industry

Requirements

What you’ll need

Five or more years of combo plan experience or five or more years of defined contribution plan experience and defined benefit plan experience
Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Working knowledge of cash balance plans including hypothetical allocations, top heavy requirements, and minimum and maximum funding requirements
General understanding of actuarial valuations
General knowledge of PBGC coverage and its requirements
NIPA credential, ASPPA credential, or a 4 year college degree
Excellent written and verbal communication skills
Excellent time management and organizational skills
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
Must work from USA and be authorized to work for any US employer

Benefits

Comp & perks

Work-from-home flexibility
Home office setup including a computer and a phone
37.5-hour work week
Generous paid time off
Overtime pay
Financial support for professional designations
Regular, recurring professional training
Medical insurance
Dental insurance
Disability insurance
Life insurance
401(k) plan with employer match
Health Savings Account (HSA)
Flexible start time between 7:30 am and 8:30 am
Necessary computer equipment supplied