Job description

Summary / Objective

Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.

Responsibilities

Leverage tools and resources to provide clients with innovative and effective solutions
Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants
Prepare and manage internal project deadlines
Prepare, technically review, and serve as primary contact to clients on annual service offerings
Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations
Oversee annual employee pension statement projects
Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects
Assist in the development and training of student-level staff

Skills & Qualifications

Bachelor degree in math, actuarial science, or other related field
One or more credentials from the Society of Actuaries or Joint Board of Enrolled actuaries required
If not fully credentialed, pursuit of FSA is required
ProVal experience a strong plus
Project management experience
Strong communication skills, including client consulting and presentations

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