Small Plan Pension Actuary EA-8523
Smaller firm that deals heavily in the small plan DB space looking to add an Analyst to their growing staff. This is a segment of the DB community with strong growth potential in the future. Heavy on Cash Balance, Traditional DB and DB/DC Combo plans.
Will work on the valuation of defined benefit plans, prepare government forms, perform benefit calculations, and put together plan data.
Preparation and analysis of plan participant data.
Calculation of benefits for retiring plan participants, and preparation of benefit election forms.
Drafting of actuarial reports for clients.
Preparation of IRS & PBGC filings.
Assist senior staff in calculations.
Performance of nondiscrimination and top heavy tests for defined benefit and combined DB/DC programs.
Communication with clients as needed to convey results and request information.
Opportunity to develop client consulting skills and grow at a rapid pace.
Ideal candidate will have 4+ years of pension experience and looking to progress with the exams.
Great opportunity for the right individual in a very nice working environment.
EA or near EA highly preferred
Prefer small plan cash balance experience but will train large plan EA who wants to learn small plan