Summary / Objective
Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.
Responsibilities
- Leverage tools and resources to provide clients with innovative and effective solutions.
- Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants.
- Prepare and manage internal project deadlines.
- Prepare, technically review, and serve as primary contact to clients on annual service offerings.
- Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations.
- Oversee annual employee pension statement projects.
- Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects.
- Assist in the development and training of student-level staff.
Skills & Qualifications
- Bachelor's degree in math, actuarial science, or other related field.
- One or more credentials from the Society of Actuaries or Joint Board of Enrolled Actuaries required.
- If not fully credentialed, pursuit of FSA is required.
- ProVal experience a strong plus.
- Project management experience.
- Strong communication skills, including client consulting and presentations.
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