Actuary

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
• Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing valuation funding reports
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing
• Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans
• Pursue actuarial or ASPPA examinations
• Review peer technical work flow
• Additional responsibilities as assigned

Managing Actuarial Consultant

P&C Pricing Actuary

Senior Advisory Consultant, Actuary

Associate Actuary – UL IFRS Valuation Lead

Associate Actuary – Life Valuation, Special Projects

Actuary – Network Performance & Execution