Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans
Job Summary
Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.
Leverage tools and resources to provide clients with innovative and effective solutions, assisting in the development and delivery of quality client communication and deliverables.
Prepare, technically review, and serve as the primary contact to clients on annual service offerings, reviewing pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations.
Matching Summary
Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.
Skills & Requirements
Must-have
Technical expert for pension plans
Project manager for annual requirements
Client communication and deliverables
Review pension benefit calculations
Manage employee pension statement projects
Nice-to-have
Innovative and effective solutions
Client consulting and presentations
Training of junior staff
Key Requirements
Bachelor's degree in math, actuarial science, or related field
One or more credentials from Society of Actuaries or Joint Board of Enrolled Actuaries