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Consulting Actuary - Mid-Size Plan Market

Definiti

in Telecommute / The Woodlands TX

Logo for Definiti

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

 Purpose of Position

The Consulting Actuary will be responsible for the management of IRS qualified defined benefit pension plans, public sector pension plans, and retiree medical plans in our mid-size plan market. This includes consulting on the actuarial valuation, special plan design, study requests and regulatory compliance. Direct client relationship building for clients is expected.

Primary Duties and Responsibilities

  • Manage recurring actuarial projects with support staff
  • Represent the company on client calls and in client meetings as needed
  • Ability to accurately interpret and apply plan documents provisions
  • Ensure compliance with DOL, IRS and PBGC requirements
  • Review of Form 5500 and related schedules, Form 8955-SSA and PBGC filings
  • Prepare and certify valuations for private and public sector defined benefits plans
  • Prepare actuarial valuations for private sector and public sector retiree medical plans 
  • Review of benefit calculations including optional forms of payment
  • Ensure proper coordination and delivery of annual required notices
  • Review of Actuarial Analyst work within team environment

Required Experience and Qualifications:

  • Proficient with Microsoft Office applications
  • 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 public and private sector actuarial measurements

 Education and Qualifications

  • College Degree required or 5 years’ experience in lieu of education
  • 10+ years of prior actuarial work experience 
  • Broad knowledge of the retirement plan industry 
  • Experience with ProVal software preferred 
  • ASA or EA designation required

Travel

  • Some travel, no to exceed 10%

How to Apply

Apply Now


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