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.


  • 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.


  • 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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