Defined Benefit Team Leader

• Lead Nova’s Defined Benefit Team and manage 10–15 actuaries and DB specialists
• Oversee service quality for internal and external combo plan clients and progress against performance metrics
• Train, coach, develop, and provide feedback to junior staff
• Complete salary and performance reviews
• Champion Nova’s values and policies and reinforce expectations
• Collaborate with Nova’s Combo AM, Sales, and leadership teams
• Serve as an escalation point for complex DB and combo plan service issues
• Keep current with new and proposed regulations and legislation
• Assist with Nova’s annual broker cash balance plan external webinar
• Oversee the DB plan termination process and help streamline it
• Build a team and process to complete DB plan distribution packages efficiently and accurately
• Manage client special projects, coordinate priorities, communicate progress, and ensure accurate, timely deliverables
• Perform other duties as required

Requirements

• 10+ years of retirement plan industry experience, including significant experience with defined benefit plans, cash balance plans, or combo plan administration
• 5+ years of supervisory or management experience in the retirement plan field
• Bachelor’s degree required
• Strong knowledge of ERISA, the Internal Revenue Code, Treasury Regulations, and nondiscrimination testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) requirements
• Ability to manage and prioritize workload towards weekly goals in a results-oriented team environment
• Able to interpret provisions of pre-approved and individually designed plan documents
• Strong research and analytical skills
• Excellent written and verbal communication skills
• Superior organizational skills
• Flexibility, adaptability and ability to multi-task
• High level of critical thinking
• Committed to lifelong learning and coachable
• Demonstrated ability to lead through others, coach technical staff, make decisions in complex client situations, communicate clearly with internal partners, and balance quality, timeliness, and team capacity
• Must work from within the United States and be authorized to work for any U.S. employer
• Relevant retirement plan credentials preferred, such as NIPA, ASPPA, EA, ASA, or other actuarial or retirement plan credentials
• Degree in actuarial science, mathematics, finance, accounting, business, or a related field preferred

Core Competencies

Demonstrates extensive experience in managing defined benefit plans and retirement plan administration, with a strong understanding of ERISA and related regulations. Proven ability to lead and develop teams while ensuring high service quality and effective communication with clients and internal stakeholders.

Highest-signal resume keywords

• Defined Benefit Plan Administration
• ERISA Knowledge
• Team Leadership
• Retirement Plan Industry ExperienceAnalytical Skills

ATS Optimization Keywords

• Defined Benefit Plans
• Cash Balance Plans
• Combo Plan Administration
• Nondiscrimination Testing
• ADP/ACP Compliance
• Internal Revenue Code
• Treasury Regulations
• Plan Document Interpretation
• Performance Metrics Management
• DB Plan Termination Process

Hard Skills

• Defined Benefit Plans
• Cash Balance Plans
• Combo Plan Administration
• Nondiscrimination Testing
• ADP/ACP Compliance
• Internal Revenue Code
• Treasury Regulations
• Plan Document Interpretation
• Performance Metrics Management
• DB Plan Termination Process

Soft Skills

• Communication Skills
• Organizational Skills
• Critical Thinking
• Flexibility
• Coaching Ability

Certifications & Qualifications

• NIPA
• ASPPA
• EA
• ASA

Industry Keywords

• Retirement Plan
• Actuarial Science
• Performance Reviews
• Client Management
• Team Development