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Senior Actuarial Analyst or Associate - Defined Benefit Practice

The Benefit Practice

in Stamford CT / Maitland FL

Logo for The Benefit Practice

The Benefit Practice is an established retirement plan consulting and actuarial firm, with offices in Connecticut and Florida. We specialize in providing customized retirement solutions to our clients that best fit their current situation and future goals.

The Benefit Practice is seeking a candidate to fill a Senior Analyst or Associate position in our Defined Benefit Practice in both our Stamford, CT and Maitland, FL offices to support our growing client base. We are looking for professionals comfortable working both as a member of a team and individually.

Key Job Responsibilities:

  • Client Management - consulting with clients (as primary contact) and prospects regarding actuarial and administrative issues for retirement plans and design alternatives (through telephone conversations, written communications, and face to face meetings)
  • Plan Valuation Review – drafting or review, depending on client complexity, of annual valuations for pension (qualified and non-qualified) and post-retirement medical plans for ERISA, PPA, US GAAP, and IAS purposes
  • Annual Testing Review – drafting or review, depending on client complexity, of results of non-discrimination and Top Heavy testing for defined benefit and aggregated defined benefit-defined contribution programs
  • Government Forms – preparation and review of IRS & PBGC filings
  • Plan Design - developing plan design options for prospects
  • Oversee Administrative Projects – provide review of complex benefit calculations and benefit statements and review plan documents and SPDs
  • Staff Management – ability to delegate and review work of junior actuarial analysts

Desired Background:

  • Bachelor’s Degree with at least 3 years of experience in pension actuarial work
  • Candidate must have significant progress towards attaining their Associateship to the Society of Actuaries (ASA) or Enrolled Actuary (EA) credential, or have already at least one designation.
  • Strong verbal and written communication skills as well as analytical and organizational skills
  • Work with cash balance and variable annuity plans is a plus
  • Very strong skills with Microsoft Excel (and other MS Office software)
  • Visual Basic or other computer language programming ability desired
  • Experience with FT William government forms software a plus We offer a competitive compensation and benefit package, including 401(k) Profit Sharing Plan, Medical, Dental, Section 125 (cafeteria) Plan, and exam assistance. Equal Opportunity Employer.

How to Apply

Candidates should email their resume to Scott Rosenberg at srosenberg@benefitpractice.com.


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