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Role Summary

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HIGHLIGHTS

Associate-level retirement actuarial role in Fidelity's Workplace Consulting Group in Chicago. You will perform pension valuations (ERISA, FASB ASC 715/960), compliance and benefit design studies, support client presentations, and help coordinate projects in a hybrid consulting environment.

JOB DESCRIPTION SUMMARY

  • Perform pension valuations under ERISA and FASB ASC 715/960
  • Lead cost and benefit design studies, nondiscrimination testing, and compliance
  • Prepare client reports and present findings to Fortune 1000 clients
  • Hybrid role — onsite every other week in Fidelity Chicago office
  • Ideal for candidates with 2–4 years pension consulting experience

DOMAIN EXPERTISE

  • Pension and benefit consulting experience
  • Pension valuations including ERISA and FASB ASC 715/960
  • Benefit program design and compliance (IRS/DOL/PBGC/409A/PPA)
  • Non-discrimination testing and client reporting

KEY REQUIREMENTS

  • 2–4 years of pension and benefit consulting firm or related experience
  • Experience performing pension valuations (ERISA, FASB ASC 715/960)
  • Knowledge of benefit program design and compliance (IRS/DOL/PBGC/409A/PPA)
  • Must be eligible to work in the US without sponsorship

TECH STACK

  • No tech stack specified
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Role Summary

Loading...

HIGHLIGHTS

Associate-level retirement actuarial role in Fidelity's Workplace Consulting Group in Chicago. You will perform pension valuations (ERISA, FASB ASC 715/960), compliance and benefit design studies, support client presentations, and help coordinate projects in a hybrid consulting environment.

JOB DESCRIPTION SUMMARY

  • Perform pension valuations under ERISA and FASB ASC 715/960
  • Lead cost and benefit design studies, nondiscrimination testing, and compliance
  • Prepare client reports and present findings to Fortune 1000 clients
  • Hybrid role — onsite every other week in Fidelity Chicago office
  • Ideal for candidates with 2–4 years pension consulting experience

DOMAIN EXPERTISE

  • Pension and benefit consulting experience
  • Pension valuations including ERISA and FASB ASC 715/960
  • Benefit program design and compliance (IRS/DOL/PBGC/409A/PPA)
  • Non-discrimination testing and client reporting

KEY REQUIREMENTS

  • 2–4 years of pension and benefit consulting firm or related experience
  • Experience performing pension valuations (ERISA, FASB ASC 715/960)
  • Knowledge of benefit program design and compliance (IRS/DOL/PBGC/409A/PPA)
  • Must be eligible to work in the US without sponsorship

TECH STACK

  • No tech stack specified

Job Overview

Salary
$80k - $153k
Years of Experience
2+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level retirement actuary with 2–4 years of pension consulting experience and several actuarial exams, skilled in pension valuations, compliance, and client-facing project work.

Benefits

Annual BonusHealth Insurance401(k) PlanGenerous VacationPaid Parental LeaveWellness ProgramTuition ReimbursementHybrid Work
Shortlist Forming
Closing Soon
167d
167 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Job Overview

Salary
$80k - $153k
Years of Experience
2+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level retirement actuary with 2–4 years of pension consulting experience and several actuarial exams, skilled in pension valuations, compliance, and client-facing project work.

Benefits

Annual BonusHealth Insurance401(k) PlanGenerous VacationPaid Parental LeaveWellness ProgramTuition ReimbursementHybrid Work
Shortlist Forming
Closing Soon
167d
167 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Senior Associate, Actuary

Fidelity Investments

Retirement/Consultancy/IC Level
Fidelity Investments

Senior Associate, Actuary

Fidelity Investments
Chicago, United States•5mo ago
HybridPension DBPension DC

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