Job Description

S umm ary / Objecti ve

Ser ve as the techni cal exp ert and proj ect m an ager for the annual fun din g, a ccoun ti ng, and co mpli an ce r equi remen ts f or d efin ed b en efit p en sion plan s

Respons ibil ities

• L evera ge to ols and r esou rces to provide cli en ts wi th inno va ti ve and ef fecti ve solu ti ons
• Assi st in the d evelopment and d eli very of quali ty cli ent co mm uni ca tion and d eli verabl es in sup port of Senior Con sul tan ts
• Pr epare and m an age in ternal proj ect d eadlin es
• Pr epar e, techni cally r evi ew, and ser ve as prim ary con ta ct to cli en ts on annu al ser vi ce o ff erin gs
• Revi ew p en sion b en efit cal cula tions in a ccordan ce wi th plan provi sion s, I nter nal Revenue Cod e, E RIS A, and o th er l egal r egula tions
• Over see annual employ ee p en sion sta tement proj ects
• Assi st in co mpl eting and m an agi ng no n-r ou tine cli ent work su ch as plan d esign, pl an termin atio n, b enefit sta teme nts, and o th er sp ecial proj ects
• Assi st in the d evelopment and traini ng of stud ent-l evel sta ff

Skills & Qualifica ti ons

• Ba ch elor d egr ee in m ath, a ctuarial sci en ce, or o th er r ela ted fi eld

• One or m ore cr ed en tials from the So ci ety of Actuar ies or J oint Board of En rol led a ctuari es r equi red

• If not fully cr ed en tial ed, pur suit of F SA is r equi red

• Pro Val exp eri en ce a strong plus

• Proj ect m an ageme nt exp eri en ce

• Strong com muni cation skill s, in cluding cli ent con su lting and pr esen ta tions

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