Director of Exemption Determinations

Leads national policy development for individual and class exemptions under ERISA, the Internal Revenue Code, and FERSA, including identifying needed policy updates and formulating proposed and final exemptions. Directs program operations for the Division of Class Exemptions and the Division of Individual Exemptions, ensuring effective review, analysis, and issuance of exemption determinations. Provides authoritative technical guidance to EBSA leadership, other federal agencies, and industry representatives on complex fiduciary exemption issues and statutory requirements. Manages strategic planning, resources, staffing, and budget needs for the Office of Exemption Determinations, including setting priorities and overseeing program evaluations. Represents EBSA in interagency collaboration, public hearings, industry meetings, and task forces, ensuring coordinated policy development and stakeholder engagement. Oversees personnel management for professional and support staff, including hir