Managing Actuarial Consultant RP

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
• Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets
• for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing valuation funding reports
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing
• Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and
• goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for
• various clients
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and
• accounting requirements for pension plans
• Pursue actuarial or ASPPA examinations
• Review peer technical work flow
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED
• Eight or more years of actuarial or outsourcing pension experience
• Possesses highly advanced and broad understanding of actuarial principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations, and actuarial standards
• Expert use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel
• solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Experience in coaching and teaching others
• Enrolled Actuary (EA)
• Effectively represents position on issues to gain support and buy-in from others; works to achieve win-win
• outcomes that others can accept
• Demonstrate a commitment to professional development by proactively seeking opportunities to develop new
• capabilities, skills and knowledge
• Develop innovative approaches to address problems and drive continuous improvement in programs and
• processes
• Accept full responsibility for self and contribution as a team member
• Display a strong commitment to organizational success and inspires others to commit to goals
• Ability to provide technical leadership to staff
• Ability to lead cross-functional teams
• Ability to travel as necessary