CBIZ

Actuarial Managing Consultant – Combo Plans

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: North Canton • Ohio • United States

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About the role

  • 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

Requirements

  • High School Diploma or GED
  • At least six years of actuarial or outsourcing pension experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Expert knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Working towards Enrolled Actuary (EA)
  • Ability to contract with and influence leaders in the organization, good at networking, collaboration and sharing of ideas and successes
  • Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
  • Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
  • Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
  • Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
  • Accept full responsibility for self and contribution as a team member
  • Ability to travel as necessary
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
actuarial workcensus data gatheringquality controlactuarial valuationsIRS FormsPBGC filingsvaluation funding reportscoverage testingnon-discrimination testingpension calculations
Soft Skills
leadership skillsproblem solvingbusiness analysiscollaborationnetworkingattention to detailconflict resolutionopen-mindednessinitiativeresponsibility
Certifications
Enrolled Actuary (EA)