Hybrid Managing Actuarial Consultant

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About the role

  • Managing actuarial projects related to annual actuarial work for pension plans. Leading client meetings, ensuring compliance, and applying technical knowledge for effective delivery.

Responsibilities

  • 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
  • Eight or more years of actuarial or outsourcing pension experience
  • Possesses highly advanced and broad understanding of actuarial principles, practices, and procedures
  • Expert knowledge of pertinent laws, regulations, and actuarial standards
  • Expert 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
  • Experience in coaching and teaching others
  • Enrolled Actuary (EA)
  • Ability to provide technical leadership to staff
  • Ability to lead cross-functional teams
  • Ability to travel as necessary

Benefits

  • Professional development opportunities
  • Opportunities to grow personally and professionally

Job title

Managing Actuarial Consultant

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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