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Actuarial Consultant

Location:

OH - Cleveland

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General Summary

Working in the firm’s Actuarial Practice, with a strong focus on maintaining and building client relationships and providing high quality service by using technical expertise in specialized areas.

Essential Duties and Responsibilities:

  • Manage meaningful client relationships and expectations. Develop a thorough understanding of the plan document specifics and proactively anticipate client needs, serving as point person between all parties on plan related matters
  • Ability to check and review non-discrimination testing, including 401(a)(4), 401(a)(26), 410(b), 415, 416
  • Ability to promote and appropriately study creation of new defined benefit plans, including traditional cash balance, market-based cash balance, and variable plans
  • Analysis of law changes for impact to client plans
  • Plan and coordinate client project work and ensure services are delivered on a timely basis and within budget
  • Check and coordinate completion of all required IRS and PBGC filings
  • Participate in presentations and meetings with clients to proactively address arising issues and market changes
  • Meet other professionals and develop a network of connections
  • Work firm across practice areas and client geographic areas (all US), limited travel expected
  • Advise and mentor junior staff and interns with occasional training
  • Contribute to Firm and Practice profitability by meeting or exceeding assigned realization/utilization goals

Specific/Individual Core Competencies:

  • Experience in pension ERISA actuarial valuations, a focus on single-employer plans
  • Experience with non-discrimination testing of smaller defined benefit (primarily cash balance) and defined contribution plans, as well as experience with ASC software, are a plus
  • Proficient in use of valuation software and programming pension provisions
  • Detail-oriented with strong organization and communication skills
  • Ability to work independently while also exhibiting a strong team approach to managing and developing relationships
  • Willingness to put in extra effort to exceed client expectations

Education:

  • BA/BS degree from accredited college or university
  • Enrolled Actuary, additional credentials or memberships a plus
  • Familiarity with ProVal and/or ASC is a plus.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


Job ID:

23477

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