COVID-19 News
COVID-19 Webcasts

Featured Jobs

Retirement Plan Administrator

Howard Simon & Associates
(Deerfield IL)

Howard Simon & Associates logo

Manager/Supervisor of Benefits and Payroll Compensation

Virginia Farm Bureau
(Richmond VA)

Virginia Farm Bureau logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Legal Director

Pension Rights Center
(Telecommute / Washington DC)

Pension Rights Center logo

Retirement Plan Administrator

Prime Benefits
(Telecommute / Baltimore MD)

Prime Benefits logo

Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Consultant

Jocelyn Pension Consulting
(Telecommute / Boulder CO / CA)

Jocelyn Pension Consulting logo

Retirement Plan Administration Assistant

Jordan & Associates Retirement Services
(Santa Rosa CA)

Jordan & Associates Retirement Services logo

DB/DC Plan Consultant

Small NY Actuarial TPA Firm
(Telecommute / CT / NJ / NY)

DC Plan Administrator

Retirement, LLC
(Telecommute / Oklahoma City OK / Sioux Falls SD)

Retirement, LLC logo

Retirement Plan Administrator

Jordan & Associates Retirement Services
(Telecommute / Santa Rosa CA)

Jordan & Associates Retirement Services logo

Defined Contribution Plan Administrator

Pension Investors Corp of Orlando Inc
(Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


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


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.