Defined Benefit Specialist II or III
United StatesFull-TimeSenior
Salary70,000 - 100,000 USD per year
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Job Details
- Experience
- 5–10 years
- Required Skills
- Microsoft Excel
Requirements
- 5–10 years of hands-on DB administration experience (cash balance a plus)
- Proficiency coding plans in third-party actuarial software
- Critically reviewing numerical work product
- Advanced Excel skills
- Strong analytical/problem-solving mindset
- Experience preparing PBGC standard termination packages (Form 500, EA-S, NOPB)
- Strong command of 401(a)(4) nondiscrimination testing and related IRC regulations
- Clear, concise written and verbal communication
- Proven ability to manage a dashboard of work and meet deadlines
- ASPPA QKA and QPA (preferred)
Responsibilities
- Prepare annual actuarial work including valuations and ASC 715 & 916 calculations
- Complete non-discrimination testing, benefit certifications, and government filings
- Code DB and DC plans from scratch in third-party actuarial software
- Perform and review benefit calculations (DB/CB) and assemble distribution packages
- Conduct asset & liability analysis and communicate findings to clients
- Prepare proposal illustrations for prospects
- Lead the PBGC standard termination workstream for assigned plans
- Contribute to training and onboarding of new DB specialists
- Serve as a liaison between the DB team and the Combo Account Management team
- Mentor team members toward professional credentials and best practices
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