Ascensus is the leading independent technology and service platform powering savings plans across America providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

Timely and accurate completion of actuarial projects for small cash balance plans. Position may focus on Silver service model cash balance plans.

Position Summary

• Analyze and edit employee census data

• Prepare actuarial valuations on cash balance plans

• Prepare PBGC annual premium forms

• Prepare trust reconciliations

• Prepare Form 5500

• Process benefit calculations

• Complete projects timely accurately and cost effectively

• Update workflow system daily

• Perform technical research to answer questions as necessary

• Complete all applicable checklists and notes

• Actively participate in ongoing retirement industry related education including pension law

• Participate in process improvement and innovation

• Provide back up support to other departments as assigned

• Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• Our I-Client service philosophy and our Core Values of People Matter Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

• Assist with other tasks and projects as assigned

Section 3: Experience Skills Knowledge Requirements

SKILLS NEEDED

• Strong conceptual analytical and math skills

• Excellent verbal and written communication skills including the ability to communicate technical ideas

• Intermediate computer skills including Excel

• Detail-oriented and accurate

• Self-starter taking responsibility for completing tasks in a timely fashion

• Strong organizational skills

• Ability to juggle multiple tasks and prioritize

• Team player

• Commitment to ongoing pension education

• Basic accounting skills

• Ability to work in fast paced office environment

• Dependable with excellent follow through on commitments and responsibilities

EXPERIENCE NEEDED

• Entry level position; prior experience is not required.

• Actuarial internship is a plus.

• Pursuing Actuarial exams is a plus.

EDUCATION/TRAINING NEEDED

• B.A. or B.S. degree preferred

• ASPPA or SOA exams leading to designations are preferred

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