Job Description
Serve as an expert in the valuation, administration, and compliance of Defined Benefit plans. Additionally, serve as a resource to plan sponsors and trustees for matters related to ERISA or local governmental compliance, plan design, and reporting.
Job Functions, Essential Duties and Responsibilities
- 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.
- Provide superior client service, including presenting at client meetings, coordinating special projects, and solving problems with creative solutions.
- Provide effective and timely verbal and written communications in a concise and informative manner.
- Guide and mentor actuarial analysts.
- Review and certify funding and accounting valuations.
- Review benefit calculations and projected benefit estimates.
- Supervise and review client projects such as plan design analyses, experience studies, asset-liability modeling, plan termination and de-risking consulting, QDROs, etc.
- Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA and local governmental plan law through self-study and company-sponsored training sessions, and use this knowledge to update clients with respect to implications and/or opportunities that legal or regulatory changes will have on their retirement plans.
- Coordinate with all applicable parties, both internal and external, to ensure a smooth transition process for new clients.
- Assist with other tasks and projects as assigned.
Experience, Skills, Knowledge Requirements
- Bachelor’s degree in actuarial science, math, or a math-related field.
- Minimum five years’ experience in the pension industry.
- Enrolled Actuary designation; Fellow of the Society of Actuaries is a plus.
- Experience with traditional defined benefit plans in a consulting environment; experience with governmental or church plans is a plus.
- Excellent analytical and communication skills.
- Demonstrated expertise with ProVal is a plus.
- Demonstrated technical proficiency and interest in learning.
- Strong attention to detail and the ability to prioritize, manage tasks, and meet deadlines in connection with business operations, including related plan compliance matters.
- Ability to effectively plan and assign work.
- Excellent client relationship skills.
We are proud to be an Equal Opportunity Employer.
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