Actuarial Analyst – Combo Plans
Job Description:
- Request, organize, and review Plan & Participant data
- Review & Reconcile Plan Asset Data
- Review Plan document and establish plan specifications reputed company the ASC valuation system
- Prepare Annual Valuations in ASC for review and approval by Actuary
- reputed company CB/401(k) Combo Annual IRS Coverage and Non-Discrimination testing (401a4, 410b, 401a26)
- Preparation of benefit calculations for terminated/retiring participants including calculation of optional forms of payment
- Plan Termination calculations for PBGC and non-PBGC covered Defined Benefit Plans
- Monitor and prepare Required Minimum Distribution calculations
- Prepare Government reputed company 5500s, Schedule SB, PBGC premium filing, 8955-SSA
- Complete Cash Balance/Defined Benefit Plan Projections upon request
- Work closely with RPC (Retirement Plan Consultant) to service case of Cash Balance/401k Combination Plans.
Requirements:
- High school diploma or GED required
- 3+ years of experience with the administration of CB/DB/401k Combo Plans
- Experience with ASC Software System or FT Williams highly preferred; would consider experience with Relius or Datair
- Experience with Pension Pro is preferred
- Experience with StaxAI preferred
- ASPPA Designations preferred
Benefits:
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal reputed company. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- A variety of medical, dental and reputed company plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility
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