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Enrolled Actuary

FuturePlan, by Ascensus

in Remote

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance Plans.   Additionally, serves as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting

Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned
• Provide superior customer service, including problem solving with minimal inconvenience to clients
• Provides effective and timely verbal and written communications in a concise and informative manner
• Guide and mentor consultants and support staff
• Draft actuarial valuation and plan record keeping for assigned clients
• Review and sign Pension Benefit Guaranty Corporation forms for determining premium payments required to comply with PBGC regulations
• Review and certify funding valuations
• Formulate and process benefits calculations and projected benefit estimates
• Assist clients with all initial and ongoing plan design and document support including aligning their DC and DB plans and review of plan provisions to analyze plan compliance
• Effectively partners with Pension Administrators / Consultants to complete annual plan work, including but not limited to Form 5500, distributions and reporting and collection of census
• Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions and uses this knowledge to update clients with respect to implications and/or opportunities that legal or regulatory changes will have on their retirement plans
• Reviews or performs, as needed, the annual testing for Cash Balance and combo plans, including 401(a)26, Top Heavy, 410(b), 415, 401(a)(4) and 404 deductibility
• Assists with annual and regulatory plan audits with an ability to effectively communicate with the plan sponsor, auditor and IRS or DOL

Experience, Skills, Knowledge Requirements

• Bachelors degree in actuarial science, math or math related field
• Minimum 5 years experience in the pension industry
• Enrolled Actuary designation
• Experience with small plan DB and Cash Balance plans; experience with combined-plan testing desirable
• Excellent analytical and communication skills
• Demonstrated expertise with Microsoft and valuation applications
• Demonstrated technical proficiency
• Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters
• Ability to effectively plan and assign work
• Excellent client relationship skills

We are proud to be an Equal Opportunity Employer

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

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