Job Description
Responsibilities
- Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
- Prepare and file PBGC reports for applicable Defined Benefit plans
- Stay current on industry trends and legislative changes impacting retirement plans
- Review and interpret plan documents and amendments
- Advise clients on plan design strategies and contribution structures
- Review 401(k) valuations, trust accounting, and government reporting
- Perform and analyze nondiscrimination testing
- Support actuarial valuations, AFTAP certifications, and Schedule B filings
- Calculate participant benefits and provide ongoing client support
- Collaborate across teams to ensure accurate and timely plan administration
Requirements
- 3-5+ years of retirement plan experience
- Enrolled Actuary (EA) designation required
- Expertise in Defined B...