Small Plan Actuarial Analyst-8664
Small plan TPA is seeking a DB Pension Administrator or a DB/DC Administrator. Or a small plan Actuary
Duties and Responsibilities:
Will work on clients start through finish
Valuations and 5500 forms.
Will advise employers or plan sponsors in matters relating to retirement plans
Review and analyze retirement plan documents
Prepare and manage plan and funding documents.
Prepare contribution calculations and valuations for clients
Review client employee census data
Optimization of total contribution and compliance testing.
Review and prepare Form 5500 and Schedule SB.
Plans include traditional DB, Traditional DC, DB/DC Combo and Cash Balance plans
DB Administration for small plans. (DC is a plus)
Exam support is provided for EA, SOA, NIPA, and ASPPA credentialing.