Vice President & Shareholder
Steve joined Nova 401(k) Associates in 2006 as a Vice President and shareholder with over 23 years of experience in the retirement plan industry. Steve is also a Team Leader responsible for managing a team of 7-10 account managers and other staff. In addition, his responsibilities include managing some of Nova’s largest and most complex plans, training and mentoring staff, assisting with daily technical questions and marketing meetings as needed. Steve specializes in defined contribution plan administration, including plan design and implementation for 401(k) profit sharing plans, annual compliance testing, complex controlled group and 410(b) cross-testing, annual trust accounting and Form 5500 preparation.
From 1993 until April of 2006, he served as Vice President of Malcolm Thompson & Associates, a Houston-based 401(k) TPA. Prior to that, he worked as a benefits analyst at Shell Oil Company. His continuing education includes regular attendance at professional conferences, as well as reading and studying current regulations, rulings, and articles. Steven graduated from the University of Texas with a B.B.A. in finance and minor in accounting in 1989.
He is a member of the National Institute of Pension Administrators (NIPA), and the American Society of Pension Professionals and Actuaries (ASPPA), having attained the designations of APA (Accredited Pension Administrator) and QPA (Qualified Pension Administrator) with each organization. Steven is also an Enrolled Retirement Plan Agent (ERPA), enabling practice before and represent clients with the IRS.
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