Enrolled Actuary

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

Review client work to ensure high quality of client deliverables including research of pension

law and regulations

Section 2: Job Functions, Essential Duties and Responsibilities

• Answer technical questions posed by staff
• Research the Internal Revenue Code and other technical resources to resolve client issues
• Provide technical training for staff

Review client projects and ensure accurate client deliverables including:

• Actuarial valuations and reports
• Benefit statements
• Plan documents, amendments, employee communications (SPDs, etc.)
• Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and
• PBGC premium forms)
• IRS (Form 5310) and PBGC (Form 500 series) termination submissions
• ASC 715/960
• Provide back up to other teams as necessary
• Other duties as assigned

Proficient in:

• Actuarial valuations and reports
• ASC 715/960
• Contribution projections
• Plan studies
• Interpreting plan documents
• Government forms and benefit calculations
• Training technical staff

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Must be able to sit for long periods (at least 8 hours per day).
• Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).

Education and Training Requirements:

• Enrolled Actuary
• SOA exams leading to designations
• B.A./B.S. degree preferred

Advanced understanding of:

• Pension law
• Plan documents and IRS favorable determination letters
• Actuarial valuations and software systems

Skills and Requirements:

• Excellent technical/analytical skills
• Ability to research technical issues
• Ability to explain/teach technical issues to all levels of employees
• Good verbal and written communication skills
• Good computer skills
• Detail and accuracy oriented
• Good time management skills
• Team Player

We are proud to be an Equal Opportunity Employer