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Consulting Actuary

Compensation Planning

in Telecommute / Warwick RI

Logo for Compensation Planning

Do you have a Penchant for Pensions? Do you like to put the “Fun” in Funding?

We are a boutique firm specializing in 401k and Defined Benefit Plan design and administration for small businesses. We are looking to add to our 14-person team that average 25+ years with the company. The ideal candidate will be an Enrolled Actuary that is knowledgeable, detailed, self-motivated, loves learning and wants to consult with staff and clients.

RESPONSIBILITIES OF THE POSITION

  • Help in designing plan/running proposals for prospective clients
  • Completing annual valuation for book of existing clients (mostly 1 person traditional DB plans and cash balance plans with under 15 participants)
  • Prepare and Sign Sch SB filings and AFTAPs
  • Prepare and Sign PBGC filings
  • Optional Form of Benefit Calculations for in-service, termination and retirement distributions
  • Replying professionally via phone and email to questions from assigned clients
  • Perform 401(a)4 testing on combo plans
  • Interpreting Plan documents and provisions
  • Help drafting plan documents

MINIMUM QUALIFICATION EXPERIENCE AND SKILLS

  • Enrolled Actuary (EA)
  • Excellent analytical capabilities, with great attention to detail
  • Strong verbal and written communication skills, with an emphasis on customer service
  • Ability to solve problems efficiently while being able to work independently
  • Strong organizational skills: track tasks, set goals, and prioritize in a fast paced environment
  • Proficient in the use of Microsoft Excel and Word
  • Team player that is willing to help where needed
  • College Degree required or 5 years experience in lieu of education
  • 3+ years of prior work experience in the defined benefit plan business
  • ASPPA and/or NIPA designation a plus
  • Proficiency with Datair is a plus

Full benefits package including paid holidays and vacation, health and life insurance, and generous HSA and 401(k) contributions. Telecommute or work on-site.

How to Apply

Apply Now


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