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Defined Benefit Client Relationship Manager

Niles Lankford Group

in Peoria, AZ / Woodland Hills, CA / Plymouth, IN



We are seeking a Defined Benefit Client Relationship Manager with experience with administration of Defined Benefit Plans, Cash Balance Plans and DB/DC Combo Plans.  The chosen candidate will have the opportunity to develop and grow with a strong actuarial team.


  • Responsible for full plan administration for DB Plans including compliance/discrimination testing, contribution calculations, distribution calculations and actuarial valuation work
  • Government forms filings including PBGC Forms
  • Communication with clients and financial advisors
  • Completion of Plan Termination Process
  • Ability to ensure accurate timely work to full case load
  • Continue education to develop skills to become subject matter expert


  • Bachelor’s degree in math, actuarial science, finance, accounting or other professional designation
  • Very knowledgeable with Excel, Word, Outlook
  • Effective Communication skills
  • Attention to detail
  • Team player


  • Experience with ASC Software
  • QPA, EA (or pursuit of EA)
  • Self-Motivated
  • Desire to continue growth and education
  • Organized and have ability to work independently and as a team
  • Strong problem solving skills
  • Ability to stay calm under pressure
  • Have a positive “can-do” attitude


We offer competitive salaries and a comprehensive benefits package including medical, dental, life & disability insurance, HSA account, 401(k) with company contributions, PTO, paid holidays and paid industry related education and membership dues.

How to Apply

Interested candidates please send resume and salary requirements to

This ad has been viewed 587 times. It expires on 7/8/2017.

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