Senior Pension Actuarial Associate
Provide actuarial services and consulting advice to clients regarding their benefit programs including defined benefit, defined contribution and health and welfare plans. You will lead consulting projects, oversee multiple, concurrent consulting assignments and follow through with clients at senior decision making levels to implement recommendations. Consultants also participate in and contribute to people development in the office.
- Perform benefit calculations and prepare actuarial valuations.
- Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
- Reviewing and Managing annual pension valuations for clients
- Managing projects including plan terminations, merger & acquisition, compliance, plan amendments and plan designs
- Training associate consultants and analysts to ensure continued development of the staff.
- Preparing reports for client presentations
- Completing and reviewing required compliance tasks (government forms and non-discrimination testing).
- Managing client budgets and set expectations and client deadlines. Provide comprehensive documentation on your clients.
- Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects.
- You are knowledgeable in benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA).
- You have strong interpersonal and leadership skills including the ability to build relationships at all organizational levels
- You have demonstrated experience in the ability to negotiate with other business partners
- You have superior teamwork skills
- Bachelor's Degree preferably with a concentration in mathematics or actuarial science
- A.S.A., E.A. or F.S.A., E.A. credentials
- 3-6 plus years of experience in a pension and benefit consulting firm
Retirement & Actuarial Executive Recruiter
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