Special Projects Account Manager

Nova 401(k) Associates

. Maintain a caseload of current and new clients with missed prior-year annual administration work .

Posted 9/29/2026full-timeRemote • United StatesSeniorLead💰 $90,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in 401(k) plan administration and compliance, including proficiency in non-discrimination testing and regulatory requirements. Strong communication and organizational skills are essential for managing client relationships and project timelines effectively.

Highest-signal resume keywords

401(K) Plan AdministrationADP/ACP Non-Discrimination TestingForm 5500 FilingsNIPA or ASPPA CredentialMergers and Acquisitions Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Compliance TestingAnnual Valuations401(A)(4) TestingControlled Group TestingProject Monitoring

Soft Skills

Excellent Communication SkillsTime ManagementOrganizational SkillsMultitaskingCritical Thinking

Certifications & Qualifications

NIPA CredentialASPPA Credential

Industry Keywords

401(K) Plan ConsultingClient Relationship ManagementRegulatory ComplianceBook of Business ManagementLifelong Learning Commitment

About the role

Key responsibilities & impact

Maintain a caseload of current and new clients with missed prior-year annual administration work
Consult and guide clients through completion of prior-year administration requirements
Complete or oversee compliance testing, Form 5500 filings, and annual valuations
Monitor project progress and ensure timely completion
Assist with and participate in client calls regarding outstanding requirements, timelines, and deliverables
Coordinate with internal teams to execute corrective actions and bring plans into compliance
Cultivate existing client relationships
Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals

Requirements

What you’ll need

8-10 years of 401(k) plan administration and consulting experience
Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
Superior knowledge of 401(a)4 and controlled group testing
Mergers and acquisitions experience
NIPA or ASPPA credential
Excellent written and verbal communication skills
Excellent time management and organizational skills
Ability to multitask
Ability to proactively and independently manage a book of business
High level of critical thinking
Committed to lifelong learning and coachable
Must work from the USA
Must be authorized to work for any US employer

Benefits

Comp & perks

Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Work from home
Necessary computer equipment supplied
Flexible start time between 7:30 am and 8:30 am
Career advancement opportunities