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Sr. Actuarial Consultant

Maxus Plan Solutions

in Remote / Charlotte NC

Logo for Maxus Plan Solutions

Job Title:   Sr. Actuarial Consultant

Reports To:  Director of Actuarial Services

Classification:  Full Time – Exempt, Working Remotely

At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.

With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.  Visit our website:  www.maxusplans.com

Purpose of Position

The Actuarial Consultant (AC) will be responsible for the day-to-day management of an assigned caseload of client accounts, and preparation of actuarial work for those clients. The AC will have experience managing client and financial advisor relationships, will be knowledgeable of plan administration, ERISA, combined plan testing, and significant experience in Defined Benefit administration.

Responsibilities

  • Single point of contact and ownership for assigned clients and financial advisors
  • Creation of Plan Document, plan amendments and related items
  • Ensure compliance with DOL and IRS requirements
  • Preparation of Annual Items: Form 5500 series, PBGC Premium Filing and annual notices
  • Performing required testing regarding but not limited to Top Heavy, 401(a)(26), 410(b) and 401(a)(4) for assigned clients
  • Preparation of annual Actuarial Valuation
  • Represent the company on client calls and in client meetings, as needed
  • Guide assigned clients through the implementation of the retirement plans, working in conjunction with a Defined Contribution Client Service Manager
  • Manage retirement plan terminations and preparation of related plan termination materials

 Competencies Required

  • Retirement administration and plan design experience in a professional environment
  • Experience with FT William software preferred
  • Strong competency with Microsoft Excel
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to work independently and as part of a team in a fast-paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Ability to perform combined plan testing, utilizing cross-testing and New Comparability

 Education and Qualifications

  • Bachelor’s degree in related field
  • 5 years of Defined Benefit experience, Cash Balance experience preferred
  • ASPPA QPA designation, or willingness to obtain such designation within an agreed to timeframe
  • Has managed a significant book of Defined Benefit business

Benefits and Compensation

  • Competitive compensation package
  • Stipends toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Flexible PTO policy
  • Time off for volunteering
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

How to Apply

Please email your resume to Kristi Driscoll at kdriscoll@maxusplans.com


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