High level review to ensure quality of client deliverables including research of pension law and regulations
Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Chief Actuary and organizational standards
Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans
Review, prepare and/or certify 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 determination filings and PBGC (Form 500 series) termination submissions
ASC 715/960
Perform and review combined plan non-discrimination testing
Answer technical questions posed by staff
Research the Internal Revenue Code and other technical resources to resolve client issues
Provide technical training for staff
Provide back up to other teams as necessary
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus

Enrolled Actuary, Specialization

Key skills