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 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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