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CBIZ

Actuarial Managing Consultant – Combo Plans

CBIZ

Actuarial Managing Consultant managing actuarial projects for DB and DB/DC plans. Leading client meetings and ensuring compliance with actuarial standards while collaborating with Benefits Administration Team.

Posted 4/15/2026full-timeNorth Canton • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
  • Finance
  • Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Actuarial Managing Consultant – Combo Plans 🔥 6 minutes ago 🏢🏡 North Canton – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 📊 Actuary 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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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)