Retirement Actuarial Associate

The Actuarial Associate will play a role in managing client relationships while also handling basic administrative tasks and routine projects.

The candidate will provide employee retirement benefit services to clients under the guidance of senior actuaries.

JOB RESPONSIBILITIES

  • Assist in preparation of recurring basic actuarial valuation and compliance work for qualified retirement plans of assigned clients, including:
  • actuarial funding valuations
  • accounting valuations
  • government form preparation
  • Assist in the preparation and presentation of materials for clients.
  • Provide analysis and assistance on special projects.
  • Provide input to actuary and/or consultant on appropriate steps to complete required work.
  • Work with the consultant to understand how his or her work fits into the overall project.
  • Assist the consultant with the billing process for assigned clients
  • Assist the consultant with managing the client relationship, including attendance at meetings
  • Take initiative to improve processes involved with assigned clients and disseminate information and ideas to responsible consultant and staff.
  • Provide proper notification of significant issues that should be brought to attention of the responsible Actuary or Senior Consulting Actuary.

JOB REQUIREMENTS

  • Three years of relevant benefits experience required, five or more years preferred
  • Minimum preferred credentials: Working towards becoming an Enrolled Actuary (EA) and ASA. Plan to become an FSA is a plus
  • Bachelor’s degree (Master’s degree is a plus)
  • Minimum of two actuarial exam (more than two is a plus)
  • Strong technical skills, previous IRS funding valuations, (calculations required under PPA, funding, and accounting rules preferred), preparing government forms, valuation data preparation, etc.
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