Actuarial Managing Consultant | Combo Plans

Actuarial Manager

Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:

• Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing valuation funding reports
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing

Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice

Track and meet all compliance standards

Assist with special actuarial projects

Review client invoices for completeness and accuracy

Understand and assist in the interpretation of plan documents

Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients

Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans

Pursue actuarial or ASPPA examinations

Review peer technical work flow

Additional responsibilities as assigned

Minimum qualifications include:

• High School Diploma or GED
• At least six years of actuarial or outsourcing pension experience
• Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Working towards Enrolled Actuary (EA)
• Ability to contract with and influence leaders in the organization, good at networking, collaboration and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
• Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
• Accept full responsibility for self and contribution as a team member
• Ability to travel as necessary