Enrolled Actuary, Specialization

AscensusWashington, DC
Onsite

About The Position

This position involves a high-level review to ensure the quality of client deliverables, including research of pension law and regulations. The role is responsible for ensuring service standards align with the expectations, guidance, and direction provided by the FuturePlan Chief Actuary and organizational standards. The individual will serve as an expert in the valuation, administration, and compliance of Defined Benefit and Cash Balance plans.

Requirements

  • Bachelor’s degree in actuarial science, math or math related field
  • Enrolled Actuary designation
  • 5 years industry experience
  • Advanced understanding of pension law
  • Advanced understanding of plan documents and IRS favorable determination letters
  • Advanced understanding of 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

Responsibilities

  • Review, prepare, and/or certify client projects, ensuring accurate client deliverables such as actuarial valuations and reports, benefit statements, plan documents, amendments, and employee communications (SPDs, etc.).
  • Review work performed by other teams, including benefit calculations, Form 5500s, PBGC premium forms, IRS determination filings, and PBGC termination submissions.
  • 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 backup to other teams as necessary.
  • Protect, secure, and properly handle all confidential data.
  • Assist with other tasks and projects as assigned.

Benefits

  • Professional Development with in-house training
  • tuition reimbursement
  • Generous reward programs
  • Paid time off
  • Medical, dental & vision benefits
  • Health Savings Account with employer contribution up to $1,100
  • 401(k) & 529 college savings match programs
  • Volunteer and charitable-giving programs
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