Offer summary
Qualifications:
Minimum 3 years experience in TPA, Familiarity with cash balance plans, Proficiency with Microsoft Office, Experience with retirement tools like Relius, High school diploma or equivalent.Key responsabilities:
- Manage a caseload of 75-90 defined benefit plans
- Conduct compliance testing and review results
- Assist clients with IRS Form 5500 filing
- Deliver benefit calculations and projections
- Serve as resource to Actuarial Analysts