Summary / Objective

Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.

Responsibilities

• Leverage tools and resources to provide clients with innovative and effective solutions
• Assist in the development  and delivery of quality client communication and deliverables in support of Senior Consultants
• Prepare  and manage internal project deadlines
• Prepare,  technically review, and serve as primary contact to clients on annual service offerings
• Review pension benefit calculations  in accordance  with plan provisions,  Internal Revenue Code, ERISA, and other legal regulations
• Oversee annual employee pension statement  projects
• Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects
• Assist in the development  and training of student-level staff

Skills & Qualifications

•         Bachelor degree in math, actuarial  science, or other related field

•         One or more credentials  from the Society of Actuaries or Joint Board of Enrolled actuaries  required

•         If not fully credentialed, pursuit of FSA is required

•         ProVal experience a strong plus

•         Project management experience

•         Strong communication skills, including client consulting and presentations

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