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Consulting Actuary

Pension Review Services

in Farmingdale NY

Pension Review Services

We are a Long Island TPA specializing in consulting and administering pension plans for the small plan market. We are looking for a Part-time Actuary (most likely 2 days a week) with EA credentials to work on Defined Benefit and Cash Balance plans. This individual would take on the following responsibilities:

  • Review and sign off on actuarial valuations
  • Review benefit calculations
  • Sign and certify Schedule SBs and AFTAPs
  • Prepare plan designs
  • Speak to clients and their advisors about their plans or potential plans
  • Review checklists for restated or new Defined Benefit Volume Submitter plans

Knowing the Datair Administration system would be a plus. Having your own set of spreadsheets to use in complex actuarial calculations and plans designs (often combo plans with a Defined Benefit plan and a Defined Contribution plan), is a must. Being able to communicate with staff members and clients and their advisors about the complex workings of Defined Benefit plans in a relatively simple manner is also a must.

How to Apply

Email sfeller@pensionreviewservices.com.

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