Enrolled Actuary
Location
Connecticut + 3 moreAll locations: Connecticut, Florida, North Carolina, Pennsylvania
Posted
149 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglish
Job Description
• High level review to ensure quality of client deliverables including research of pension law and regulations.
• Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards.
• Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans.
• Review, prepare and/or certify client projects and ensure accurate client deliverables including:
- Actuarial valuations and reports
- Benefit statements
- Plan documents, amendments, employee communications (SPDs, etc.)
- Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
- IRS determination filings and PBGC (Form 500 series) termination submissions
- ASC 715/960
• Perform and review combined plan non-discrimination testing.
• Answer technical questions posed by staff.
• Research the Internal Revenue Code and other technical resources to resolve client issues.
• Provide technical training for staff.
• Provide back up to other teams as necessary.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Job Requirements
- Bachelor’s degree in actuarial science, math or math related field
- Enrolled Actuary designation with 5 years industry experience
- Advanced understanding of:
- Pension law
- Plan documents and IRS favorable determination letters
- Actuarial valuations and software systems
- Excellent technical/analytical skills
- Ability to research technical issues
- Ability to explain technical issues to all levels of associates
- Good verbal and written communication skills
- Demonstrated expertise with Microsoft Office, particularly Excel applications
- Demonstrated expertise with industry recognized pension valuation software
- Detail and accuracy oriented
- Good time management skills
- Team Player
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development