Primary Responsibilities Include

• Retirement plan administration, including
  • Trust accounting
  • Eligibility and vesting calculations
  • Preparation of valuation reports and participant statements
  • Contribution calculations
  • Distribution processing and loan administration
• Preparing Form 5500 filings and PBGC filings
• Performing discrimination testing, including paired DB/DC plans
• Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
• Analyzing and resolving client questions
• Coordinating and directing client activities with other team members
• Preparing proposals for new client work and/or new work for existing clients

QUALIFICATIONS INCLUDE

• Preferred: Enrolled Actuary with three to five years of experience with small pension plans. We will also consider someone that has passed one or more of the EA exams.
• Excellent oral and written communication skills
• Excellent command of the English language
• Ability to work on several projects simultaneously
• Exceptional attention to detail
• Exceptional customer relations skills
• Ability to work in a team environment
• Experience using software/programming skills to analyze and solve problems
• Strong computer skills