Midwest TPA Firm
We are seeking an actuary with 7+ years of experience for our retirement plan administration practice.
This is NOT an employment situation. We are looking for an actuary with his/her own practice who can provide “back office
services” for our cash balance and defined benefit plan clients. You would prepare contribution calculations for both stand-alone CB/DB plans, as well as “combo plans,” as well as prepare actuarial valuations, combined plan testing, and
preparation of Schedule SB. You would also assist with filing premiums for our PBGC plans.
You would have no contact with our clients. Through our secure portal, we would provide you with what you need to service our clients, including complete and
accurate census in electronic format, reconciled financial statements, access to prior reports and returns, plan documents, and detailed instructions for each client. Our goal is a streamlined process that minimizes the amount of work you need to
We currently operate in a paperless environment and make extensive use of technology. We seek an actuary who has similar relationships with TPAs and is comfortable working in a paperless environment.
How to Apply
Interested candidates should furnish information about their firm and services to Lee T. Jennings at email@example.com or call him at (630) 802-7644.
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It expires on 8/31/2019.