Enrolled Actuary

Ascensus•Dallas, TX

56d

About The Position

High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans.

Requirements

Bachelor's degree in actuarial science, math or math related field
Enrolled Actuary designation with 5 years industry experience
Advanced understanding of:
Pension law
Plan documents and IRS favorable determination letters
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 and ensure accurate client deliverables including:
Actuarial valuations and reports
Benefit statements
Plan documents, amendments, employee communications (SPDs, etc.)
Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
IRS determination filings and PBGC (Form 500 series) termination submissions
ASC 715/960
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 back up to other teams as necessary
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned