Actuary/Cash Balance Specialist

Responsibilities

• Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation
• Communicate issues to in-house actuaries and clients
• Prepare and facilitate PBGC filings for covered Defined Benefit Plans
• Maintain industry knowledge and share information with client and team members
• Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements
• Discuss plan design changes and options with clients
• Prepare 401(k) valuations, trust accounting, and government reporting on an accrual basis
• Perform benefit calculations, valuations, AFTAP, and schedule SBs

Requirements

• 3-5+ years of small plan DB experience
• Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements
• Knowledge of advanced cross-testing concepts and ability to perform testing for nondiscrimination...