Enrolled Actuary

Job Functions

, Essential Duties and Responsibilities

• Review, prepare and/or certify client projects and ensure accurate client deliverables including:
  - Actuarial valuations and reports
  - Benefit statements
  - Plan documents, amendments, employee communications (SPDs, etc.)
  - Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
  - IRS determination filings and PBGC (Form 500 series) termination submissions
  - ASC 715/960
  - Perform and review combined plan non-discrimination testing

• Answer technical questions posed by staff

• Research the Internal Revenue Code and other technical resources to resolve client issues

• Provide technical training for staff

• Provide back up to other teams as necessary

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

• Assist with other tasks and projects as assigned

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree in actuarial science, math or math related field

• Enrolled Actuary designation with 5 years industry experience

• Advanced understanding of:
  - Pension law
  - Plan documents and IRS favorable determination letters
  - Actuarial valuations and software systems

• Excellent technical/analytical skills

• Ability to research technical issues

• Ability to explain technical issues to all levels of associates

• Good verbal and written communication skills

• Demonstrated expertise with Microsoft Office, particularly Excel applications

• Demonstrated expertise with industry recognized pension valuation software

• Detail and accuracy oriented

• Good time management skills

• Team Player