Location: Saint Petersburg
Posted on: September 11, 2018
Position Summary Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans. Additionally, serves as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting Job Functions, Essential Duties and Responsibilities 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 our Core Values of People Matter, Quality First and Integrity Always-- should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Provide superior customer service, including problem solving with minimal inconvenience to clients Provides effective and timely verbal and written communications in a concise and informative manner Guide and mentor actuarial analysts Draft actuarial valuation and plan record keeping for assigned clients As needed, complete Pension Benefit Guaranty Corporation forms for determining premium payments required to comply with PBGC regulations Review and certify funding valuations Formulate and process benefits calculations and projected benefit estimates Assist clients with all initial and ongoing plan design and document support including aligning their DC and DB plans and review of plan provisions to analyze plan compliance Effectively partners with Pension Administrators / Consultants to complete annual plan work including but not limited to Form 5500, distributions and reporting and collection of census Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions and uses this knowledge to update clients with respect to implications and/or opportunities that legal or regulatory changes will have on their retirement plans Reviews or performs, as needed, the annual testing for plans, including Top Heavy, 410(b), 415, 401(a)(4) and 404 deductibility Assists with annual and regulatory plan audits with an ability to effectively communicate with the plan sponsor, auditor and IRS or DOL Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients Experience, Skills, Knowledge Requirements Bachelors degree in actuarial science, math or math related field Minimum 5 years experience in the pension industry Enrolled Actuary designation Experience with small plan DB and Cash Balance plans; experience with DC and profit sharing plans desirable Excellent analytical and communication skills Demonstrated expertise with Microsoft and valuation applications Demonstrated technical proficiency Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters Ability to effectively plan and assign work Excellent client relationship skills We are proud to be an Equal Opportunity Employer Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college. Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws
Keywords: Ascensus, St. Petersburg , Enrolled Actuary, Accounting, Auditing , Saint Petersburg, Florida
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