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Senior Consultant / Enrolled Actuary - Small Plans Team

BPAS

in Syracuse NY

Logo for BPAS

BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities

General Function:

This position is responsible for managing client engagements and all the actuarial and consulting services associated with employee benefit security programs such as pension plans, defined contribution plans, and nonqualified deferred compensation plans.

Essential Duties:

  • Review and Certify Actuarial Valuations under required governmental regulations and applicable accounting standards for pension plans
  • Monitor and review items related to annual compliance for qualified plans
  • Review and certify pension plan benefits certifications
  • Use and maintenance of standard spreadsheet tools and development of non-standard spreadsheets for special projects
  • Review annual update of valuation system software and programming for new plans
  • Run Proposals for potential new clients. Assist in the design and onboarding of new plans including setting up the plan documents.
  • Supervise and mentor junior level staff, may include team leader responsibilities
  • Manage profitability of engagements including performing monthly billing. Developing project work plans and timelines to ensure client satisfaction.
  • Serve as primary consultant for clients on all facets of employee benefit plan, including consultation regarding the administration, compliance, communication, and design of employee benefit plans. Respond to client inquiries and attend meetings, if requested.
  • Maintain necessary continuing education requirements and credentials
  • Participate in business development initiatives
  • Manage special consulting projects, as needed, including plan terminations.

Ancillary Duties:

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Qualifications

Education / Training:

  • BA / BS degree in Mathematics, Statistics, Actuarial Science, or Economics. EA designation. Progress towards ASA credentials a plus but not required.

Experience:

  • Minimum four to five years related work experience

Competencies:

  • Well-developed written and oral communication skills
  • Ability to be highly organized and show an attention to detail
  • Ability to prioritize work assignments and multitask
  • Analyze problems and issues and implement solutions or present possible solutions to supervisor
  • Present solid project management experience
  • Excellent people skills for interacting with clients and counsels
  • Display a high level competency with Microsoft Word and Excel, as well as personal computer skills and other industry specific software

Equipment / Machines:

  • Telephone, PC, Calculator, Copier, Scanner, Fax Machine

Other Job Information

Compensation: Commensurate with experience plus annual bonus. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.  The employee may occasionally be required to lift and or move up to 25 pounds.  Specific vision abilities required by this job include close vision, and the ability to focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

How to Apply

Apply Now


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