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Actuarial Consultant

Definiti LLC

in Telecommute / The Woodlands TX / FL / PA / WA

Logo for Definiti LLC

Definiti is an emerging national leader in retirement services through the acquisition and integration of highly successful regional retirement services providers. These specialists in 401(k) plan design and compliance, recordkeeping, pensions, and actuarial consulting each demonstrate a commitment to excellent customer service, strong financial performance, and the desire to build a strong national competitor.

Purpose of Position

We are seeking an Actuarial Consultant with experience working with small market cash balance defined benefit pension plans.  The primary focus will be on cash balance pension plans with less than 100 participants including plans that are combined for testing purposes with a defined contribution plan.  You will be working closely with a team of enrolled actuaries and direct client relationships with some clients is expected.

Primary Duties and Responsibilities

  • Request, organize, and review participant data for reasonableness
  • Review the asset information for the plan
  • Review the Plan document and establish plan specifications in our ASC valuation system
  • Run annual valuation using valuation software and review for reasonableness
  • Check valuation results and present to the actuary for discussion and review
  • Prepare benefit calculations for terminated and retiring participants
  • Prepare benefit certifications including calculation of all optional forms of payment
  • Required Minimum Distribution calculations
  • Draft government filings (Form 5500s, Schedule SB, PBGC premiums, 8955-SSA)
  • Annual regulatory compliance checks

Competencies Required

  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Conveys a professional and positive attitude while interacting with vendors, clients, advisors and teammates
  • Prompt follow-up on open items with vendors, clients or internal team members
  • Ability to analyze the situation and provide solutions
  • Ability to work independently and as part of a team in a fast-paced environment
  • Proficient with Microsoft Office applications

Education and Qualifications

  • College Degree required or 5 years experience in lieu of education
  • 3+ years of prior work experience in the defined benefit plan business
  • Proficient with ASC actuarial valuation system is a plus

Working Conditions

  • Position in a professional, smoke-free, team environment

Travel Requirements

  • Minimal travel, no to exceed 10%

How to Apply

Apply Now

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