Ascensus
Overview
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service from local TPAs backed by Ascensus. Our team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Position Summary
High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards align with the guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Job Functions, Essential Duties and Responsibilities
Review, prepare and/or certify client projects and ensure accurate client deliverables including: Actuarial valuations and reports Benefit statements Plan documents, amendments, employee communications (SPDs, etc.) Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) IRS determination filings and PBGC (Form 500 series) termination submissions ASC 715/960 Perform and review combined plan non-discrimination testing Answer technical questions posed by staff Research the Internal Revenue Code and other technical resources to resolve client issues Provide technical training for staff Provide back up to other teams as necessary Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and Core Values (People Matter, Quality First and Integrity Always) should be visible in day-to-day actions showing support of our organizational culture. Assist with other tasks and projects as assigned Supervision
N/A Experience, Skills, Knowledge Requirements
Bachelor’s degree in actuarial science, math or math related field Enrolled Actuary designation with 5 years industry experience Advanced understanding of: Pension law Plan documents and IRS favorable determination letters Actuarial valuations and software systems Excellent technical/analytical skills Ability to research technical issues Ability to explain technical issues to all levels of associates Good verbal and written communication skills Demonstrated expertise with Microsoft Office, particularly Excel applications Demonstrated expertise with industry recognized pension valuation software Detail and accuracy oriented Good time management skills Team Player 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers high-touch personalized service from local TPAs backed by Ascensus. Our team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Position Summary
High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards align with the guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Job Functions, Essential Duties and Responsibilities
Review, prepare and/or certify client projects and ensure accurate client deliverables including: Actuarial valuations and reports Benefit statements Plan documents, amendments, employee communications (SPDs, etc.) Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) IRS determination filings and PBGC (Form 500 series) termination submissions ASC 715/960 Perform and review combined plan non-discrimination testing Answer technical questions posed by staff Research the Internal Revenue Code and other technical resources to resolve client issues Provide technical training for staff Provide back up to other teams as necessary Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and Core Values (People Matter, Quality First and Integrity Always) should be visible in day-to-day actions showing support of our organizational culture. Assist with other tasks and projects as assigned Supervision
N/A Experience, Skills, Knowledge Requirements
Bachelor’s degree in actuarial science, math or math related field Enrolled Actuary designation with 5 years industry experience Advanced understanding of: Pension law Plan documents and IRS favorable determination letters Actuarial valuations and software systems Excellent technical/analytical skills Ability to research technical issues Ability to explain technical issues to all levels of associates Good verbal and written communication skills Demonstrated expertise with Microsoft Office, particularly Excel applications Demonstrated expertise with industry recognized pension valuation software Detail and accuracy oriented Good time management skills Team Player 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr