Enrolled Actuary

Posted 2 Days Ago
Be an Early Applicant
Indianapolis, IN
Entry level
Financial Services
The Role
Assist in the valuation, administration, and compliance of Defined Benefit and Cash Balance plans. Provide superior customer service, learn pension law, and interact with clients to obtain essential information. Prepare benefit calculations and ensure compliance with regulations under ERISA law.
Summary Generated by Built In

Summary / Objective

Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.

Responsibilities

  • Leverage tools and resources to provide clients with innovative and effective solutions
  • Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants
  • Prepare and manage internal project deadlines
  • Prepare, technically review, and serve as primary contact to clients on annual service offerings
  • Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations
  • Oversee annual employee pension statement projects
  • Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects
  • Assist in the development and training of student-level staff

Skills & Qualifications

  • Bachelor degree in math, actuarial  science, or other related field
  • One or more credentials from the Society of Actuaries or Joint Board of Enrolled actuaries required
  • If not fully credentialed, pursuit of FSA is required
  • ProVal experience a strong plus
  • Project management experience
  • Strong communication skills, including client consulting and presentations

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Top Skills

Excel
The Company
HQ: Dresher, PA
4,629 Employees
On-site Workplace

What We Do

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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