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Role Summary

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HIGHLIGHTS

Entry-level retirement actuarial analyst role in Philadelphia supporting pension and retirement plan work. You’ll perform benefit calculations, data reconciliation, prepare Form 5500/PBGC/8955-SSA filings, and produce accounting and regulatory reports. Role sits in a consultancy environment (retirement & investment) and is a hybrid position in Philadelphia, PA.

JOB DESCRIPTION SUMMARY

  • Perform benefit calculations and request election kits for retirement plans
  • Prepare Form 5500, PBGC premium determinations, and Form 8955-SSA
  • Produce accounting reports for plan and company financial statements
  • Data reconciliation and support plan design changes and audit requests
  • Hybrid role based in Philadelphia; entry-level with 0–2 years pension experience

DOMAIN EXPERTISE

  • Benefit calculations for retirement plans
  • Form 5500 and schedules preparation
  • PBGC premium determination
  • Form 8955-SSA and required DOL notices
  • Preparation of accounting reports for plan financial statements

KEY REQUIREMENTS

  • 0–2 years of professional pension or retirement plan experience
  • Proficient use of MS Office, especially Excel and PowerPoint
  • Fundamental knowledge of pension laws, regulations, and professional standards
  • Ability to meet quick turnaround times and travel as necessary

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
Salary not specified
Years of Experience
0+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An entry-level retirement analyst with 0–2 years pension experience, comfortable with benefit calculations and regulatory filings, and strong Excel and communication skills.

Benefits

Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
Salary not specified
Years of Experience
0+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An entry-level retirement analyst with 0–2 years pension experience, comfortable with benefit calculations and regulatory filings, and strong Excel and communication skills.

Benefits

Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

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