Enrolled Actuary, TPA Solutions
Job Description:
• 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 and Cash Balance plans
• 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
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
• 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
Benefits:
• Health insurance
• 401(k) matching
• Professional development
• Paid time off
• 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 and Cash Balance plans
• 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
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
• 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
Benefits:
• Health insurance
• 401(k) matching
• Professional development
• Paid time off