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Consulting Actuary – Relationship Manager
Daybright Financial
(Remote)
COMPANY OVERVIEW
Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com
Enrolled Actuary – Remote position
Position Overview:
The Retirement Plan Company, LLC (TRPC) is currently seeking a Consulting Actuary for our growing defined benefit practice. This is a virtual position working from home. The clients are private sector businesses. Responsibilities include reviewing actuarial valuations, 5500 Sch SBs, PBGC filings, benefit calculation reviews, and compliance testing, along with handling daily plan administration issues. The position will have significant direct contact with clients. Additionally, the position will support our sales team for actuarial plan designs. Our clients typically include traditional and cash balance plans, with an emphasis on small plans.
The ideal candidate will have:
- Enrolled Actuary credentials
- Expertise and comfort communicating directly with clients upon request
- Familiarity with actuarial and compliance issues specific to small plans
- Substantial experience with cash balance plans
- Familiarity with defined contribution plans
- Combo plan testing experience
- Knowledge of Sch C and K-1 issues as it relates to the determination of earned income
- Ability to prepare sales illustrations
While not required, experience with Relius Administration/Actuarial is a plus. Experience with ASC 715 is also a plus.
Desired Skills:
- Ability to work independently under minimal to no supervision in a fast-paced, demanding environment. Must be a self-starter able to work under tight deadlines.
- Exceptional organizational skills, strong attention to detail and a high degree of accuracy. In addition, the candidate must exhibit strong written and oral communication skills, as interaction with clients, the team, and other areas of the organization is critical to success.
- Proficiency with Microsoft Office programs, including Excel, Word, and Access.
Compensation: $110k-$140k
Bonus: 10%
How to Apply
Please email resume to nrequena@daybright.com and put (Consulting Actuary Applicant) in the subject line.
A Verified Employer
Daybright Financial has trusted BenefitsLink to help reach qualified candidates for this opening.