- 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
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
Core Competencies
Demonstrates expert knowledge of actuarial principles, pension plans, and compliance standards while providing technical leadership and consulting to clients. Proficient in managing actuarial projects, performing valuations, and preparing funding reports.
Highest-signal resume keywords
- Expert Knowledge Of Actuarial Principles
- Enrolled Actuary (EA)
- Actuarial Valuations
- MS Office Suite Proficiency
- Leadership Skills
ATS Optimization Keywords
Hard Skills
- Actuarial Valuations
- Census Data Gathering
- Quality Control
- IRS Forms Filing
- Pension Legislation Understanding
- Financial Statement Examination
- Coverage Testing
- Non-Discrimination Testing
- Valuation Funding Reports
- Actuarial Studies Preparation
Soft Skills
- Initiative
- Coaching
- Teaching
- Client Meeting Leadership
- Cross-Functional Team Leadership
Certifications & Qualifications
- Enrolled Actuary (EA)
Industry Keywords
- Pension Plans
- Actuarial Standards
- Compliance Standards
- Retirement Trusts
- Actuarial Concepts
Tools & Technologies
- Valuation Software
- MS Office Suite
- Concur
- Skype