Role Summary

HIGHLIGHTS

Senior retirement actuarial role focused on defined benefit, cash balance and DB/DC combo plan valuations and compliance. You will review and certify actuarial valuations, plan documents, IRS/PBGC filings and ASC 715/960 work. Role is based in Philadelphia and sits on the FuturePlan ERISA/actuarial team at Ascensus.

JOB DESCRIPTION SUMMARY

Review, prepare and certify actuarial valuations and pension deliverables
Support IRS determination, Form 5500 and PBGC (Form 500 series) submissions
Ensure ASC 715/960 compliance and perform combined plan non-discrimination testing
Provide technical guidance and training to actuarial and benefits staff
Based in Philadelphia; works within the FuturePlan ERISA/actuarial team

DOMAIN EXPERTISE

defined benefit pension plan valuation
cash balance plan administration
ASC 715/960 reporting and compliance
PBGC and IRS filings (Form 5500, PBGC Form 500 series)

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, math or related field
Advanced understanding of pension law, plan documents and IRS determination letters
Demonstrated expertise with Microsoft Excel and pension valuation software
Experience preparing valuations, benefit statements, and PBGC/IRS filings

TECH STACK

Excel
PowerPoint

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Review, prepare and certify actuarial valuations and pension deliverables
Support IRS determination, Form 5500 and PBGC (Form 500 series) submissions
Ensure ASC 715/960 compliance and perform combined plan non-discrimination testing
Provide technical guidance and training to actuarial and benefits staff
Based in Philadelphia; works within the FuturePlan ERISA/actuarial team

DOMAIN EXPERTISE

defined benefit pension plan valuation
cash balance plan administration
ASC 715/960 reporting and compliance
PBGC and IRS filings (Form 5500, PBGC Form 500 series)

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, math or related field
Advanced understanding of pension law, plan documents and IRS determination letters
Demonstrated expertise with Microsoft Excel and pension valuation software
Experience preparing valuations, benefit statements, and PBGC/IRS filings

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Review, prepare and certify actuarial valuations and pension deliverables
Support IRS determination, Form 5500 and PBGC (Form 500 series) submissions
Ensure ASC 715/960 compliance and perform combined plan non-discrimination testing
Provide technical guidance and training to actuarial and benefits staff
Based in Philadelphia; works within the FuturePlan ERISA/actuarial team

DOMAIN EXPERTISE

defined benefit pension plan valuation
cash balance plan administration
ASC 715/960 reporting and compliance
PBGC and IRS filings (Form 5500, PBGC Form 500 series)

KEY REQUIREMENTS

Enrolled Actuary designation with 5 years industry experience
Bachelor’s degree in actuarial science, math or related field
Advanced understanding of pension law, plan documents and IRS determination letters
Demonstrated expertise with Microsoft Excel and pension valuation software
Experience preparing valuations, benefit statements, and PBGC/IRS filings