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Enrolled Actuary at Ascensus in Philadelphia, Pennsylvania

Posted in Other 30+ days ago.





Job Description:

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.



The Enrolled Actuary will review client work to ensure high quality of client deliverables including research of pension

law and regulations

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

Experience, Skills, Knowledge 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



At Ascensus, we aspire to make a difference for others.We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.


As aleading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.



Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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