Defined Benefit Team Leader

🔥 17 hours ago

🇺🇸 United States – Remote

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

📋 Description

• 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

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Necessary computer equipment supplied • Work from home • Flexible start time between 7:30 am and 9:00 am Central Time • Leadership meetings and team-building activities in Houston, TX 3–4 times per year