Defined Benefit Specialist

Are you a recent college graduate? Are you looking for a position where you can use your math and analytical skills without teaching a bunch of unruly kids or teens? Are you looking for a challenge with a vibrant company in a stable industry?

 
Nova 401(k) Associates is a rapidly growing national firm providing administrative and actuarial services to companies sponsoring 401(k), pension, and other qualified retirement plans. We are 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 advancement opportunities for our professionals.

We are currently seeking a Defined Benefit Specialist for our Houston, TX office. This position requires either 100% attendance in our Houston office or a work schedule that includes some Houston office time and some work at home time.

Although welcome, no experience is required, and paid training will be provided. This is a full-time non-exempt, salaried position focused on learning the fundamentals of defined benefit and defined contribution plans. To support your professional development, we will pay for your study time and associated exams fees for ASPPA credentials. Future career development opportunities include advancing on a DB/DC consulting career track, transferring to the DC side, or pursuing an actuarial career.

This position includes a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and paid time off.

Expected Duties: The Defined Benefit Plan Specialist will be involved in preparing the following work products:

• IRS non-discrimination testing


• Actuarial reports


• Government filings


• Benefit certifications


• Benefit statements

Qualifications:

• Bachelor’s Degree (Mathematics, Economics, Finance, or other quantitative-focused degree preferred)


• Basic level competency in Python coding


• Strong analytical skills with a keen interest in finding the optimal solutions for clients


• Superior written and verbal skills


• Ability to manage a dashboard (to do list) of assigned work


• Ability to work efficiently to meet goals and deadlines


• Extremely accurate with numerical calculations and ability to critically review numerical work product


• Great at establishing a process to avoid repeating previous mistakes


• Attention to detail


• Ability to prioritize assignments based on deadlines


• Ability to work extremely well as a team player and enter each day with a positive attitude


• Excellent Microsoft Office skills, particularly Excel


• Committed to lifelong learning


• Flexibility, adaptability, and excellent multi-tasking skills


• Prior customer service experience a plus


• Coachable and committed to professional development

Salary and benefits:

• Base Salary $50,000 - $55,000


• Salaried, non-exempt position


• Medical, dental, disability, and life insurance


• Paid time off


• 401(k) plan with employer match

Work Location/Hours:

• Hybrid schedule


• Must work in the Houston, TX office 3 days per week; Ability to work from home 2 days per week


• Must be authorized to work for any US employer


• Must attend regular video meetings via Microsoft Teams or equivalent


• We will supply all necessary computer equipment


• Work hours: standard business hours; 40 hours per week


• You may choose a start time between 8:00 am and 9:00 am CST

Nova 401(k) Associates is an energetic and thriving national third-party administrator for retirement plans. We respond to all applications. If you do not receive a response, please check your junk or spam mail folder.

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