About this role

Understanding and documenting our client’s DB Plan benefit calculation provisions
Working with the internal Fidelity project team to test and deliver requirements
Demonstrating DB expertise to help others at Fidelity
Owning the discovery and learning of the mechanics of how the client’s DB Plans operate
Reading client plan documents and leading client review meetings
Crafting a comprehensive test plan
Working with developers and data analysts to validate client participant data and calculations
Training the ongoing operations team in all DB calculation aspects

Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years
Working understanding of pension laws and regulations
Actuarial designations (EA, ASA) a plus but not required
Ability to document the benefits of a DB plan in extensive, complete detail
Experience actively gathering information from clients and third parties
Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately
Experience consulting with clients about DB Plan issues
Project leadership skills
Experience working directly with, or personally programming, DB calculation or valuation systems
Ability to work effectively on your own and at the same time as part of a large internal and external team

Pension Benefit Consultant

Key skills