Nova 401(k) Associates · 8 hours ago
Qualified Retirement Plan Reviewer
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $90K/yr
5+ years exp
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No H1B
Insider Connection @Nova 401(k) Associates
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Responsibilities
Review work product prepared by team members, including annual trust accounting, ADP/ACP testing, 401(a)4 testing, 410(b) testing, 5500 form, contribution calculations, and safe harbor compliance
Review work product for other departments as necessary
Participate in process improvement, standards development, and client service projects as time permits
Provide feedback and training on work product to junior staff members
Interpret plan documents/notices
Keep current with new regulations and legislation; maintain an awareness of proposed regulations and legislation
Expand professional knowledge through seminars and self-study
Qualification
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Required
Five or more years of experience in non-discrimination testing
Strong knowledge of ERISA and Internal Revenue Code and Regulations
Strong research and analytical skills
Flexibility, adaptability, and ability to multi-task
High level of critical thinking
Coachable and committed to professional development
Preferred
Bachelor’s degree
Credentials with a nationally recognized organization (ASPPA or NIPA)
Knowledge of Corbel Documents, Pension Pro, and ASC
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
Company data provided by crunchbase
