Role Summary

HIGHLIGHTS

Senior retirement actuarial role focused on defined benefit and cash balance plans in Pennsylvania, US. You will certify valuations, review plan documents, PBGC and IRS filings, and ensure ASC 715 pension accounting and regulatory compliance. The role involves technical research, staff guidance, and quality review of client deliverables for the FuturePlan business.

JOB DESCRIPTION SUMMARY

Certify actuarial valuations and prepare pension reports for defined benefit and cash balance plans
Manage PBGC, IRS determination filings and ASC 715 pension accounting deliverables
Provide technical training and review work of other teams
Use Excel and industry pension valuation software to produce client deliverables
Senior individual contributor reporting to the FuturePlan Lead Actuary

DOMAIN EXPERTISE

defined benefit plan valuations
cash balance plan administration and compliance
PBGC and Form 500 series filings
IRS determination filings
ASC 715 pension accounting

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, mathematics, or related field
Advanced understanding of pension law, plan documents, and IRS determination letters
Proven expertise with Excel and industry pension valuation software
Experience preparing ASC 715 accounting and PBGC/Form 500 filings

TECH STACK

Excel
PowerPoint

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Certify actuarial valuations and prepare pension reports for defined benefit and cash balance plans
Manage PBGC, IRS determination filings and ASC 715 pension accounting deliverables
Provide technical training and review work of other teams
Use Excel and industry pension valuation software to produce client deliverables
Senior individual contributor reporting to the FuturePlan Lead Actuary

DOMAIN EXPERTISE

defined benefit plan valuations
cash balance plan administration and compliance
PBGC and Form 500 series filings
IRS determination filings
ASC 715 pension accounting

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, mathematics, or related field
Advanced understanding of pension law, plan documents, and IRS determination letters
Proven expertise with Excel and industry pension valuation software
Experience preparing ASC 715 accounting and PBGC/Form 500 filings

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Certify actuarial valuations and prepare pension reports for defined benefit and cash balance plans
Manage PBGC, IRS determination filings and ASC 715 pension accounting deliverables
Provide technical training and review work of other teams
Use Excel and industry pension valuation software to produce client deliverables
Senior individual contributor reporting to the FuturePlan Lead Actuary

DOMAIN EXPERTISE

defined benefit plan valuations
cash balance plan administration and compliance
PBGC and Form 500 series filings
IRS determination filings
ASC 715 pension accounting

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, mathematics, or related field
Advanced understanding of pension law, plan documents, and IRS determination letters
Proven expertise with Excel and industry pension valuation software
Experience preparing ASC 715 accounting and PBGC/Form 500 filings