Consulting Actuary
Definiti LLC
Enrolled Actuary
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Connecticut, Florida, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
actuarial valuationspension lawcompliancenon-discrimination testingIRS determination filingsASC 715ASC 960technical traininganalytical skillsresearch
Soft skills
communication skillstime managementdetail orientedteam playerability to explain technical issues
Certifications
Bachelor’s degree in actuarial scienceEnrolled Actuary designation
