Asset Transfer Specialist
Nova 401(k) Associates
About this role
An Asset Transfer Specialist manages the process of transitioning retirement plan assets for employer-sponsored plans. The role involves overseeing data migration, ensuring compliance with regulations, and coordinating transfers between recordkeepers while supporting team projects and maintaining confidentiality.
Skills
Qualifications
About Nova 401(k) Associates
nova401k.comIndustries
Finance, Consulting, Legal
Nova 401(k) Associates is a Houston-based third‑party administrator (TPA) that specializes in administering 401(k) plans. They handle compliance and administrative tasks such as annual nondiscrimination testing, Form 5500 preparation and filings, plan corrections, and related recordkeeping. The firm emphasizes clear, personalized communication with clients — "We Get It. We Listen. We Communicate." — to help employers manage fiduciary responsibilities and keep their retirement plans compliant.
Recent company news
ASPPAAn Explanation of Automatic Enrollment After SECURE 2.0: ASPPA Annual
Oct 23, 2023
plansponsor2016 Third–Party Administrator Buyer’s Guide
Aug 13, 2016
NKyTribuneHorizon’s ‘Give Where You Live’ grant goes to Esperanza Latino Center this quarter
Jun 21, 2025
Business WireFinch Unveils Universal Compatibility to Extend Payroll Connectivity to All TPAs and Recordkeepers
Nov 13, 2024
www.financial-planning.comWomen Advisors Forum 2012 Dallas Conference
Jun 10, 2012
About Nova 401(k) Associates
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Nova 401(k) Associates .
Salary
$50k – $65k
per year
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