About the role
Summary / Objective
Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.
Responsibilities
- Leverage tools and resources to provide clients with innovative and effective solutions
- Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants
- Prepare and manage internal project deadlines
- Prepare, technically review, and serve as primary contact to clients on annual service offerings
- Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations
- Oversee annual employee pension statement projects
- Assist in completing and managing non-routine client work such as plan design, plan termination, benefit statements, and other special projects
- Assist in the development and training of student-level staff
Skills & Qualifications
• Bachelor degree in math, actuarial science, or other related field
• One or more credentials from the Society of Actuaries or Joint Board of Enrolled actuaries required
• If not fully credentialed, pursuit of FSA is required
• ProVal experience a strong plus
• Project management experience
• Strong communication skills, including client consulting and presentations
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Aplyr's read
Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.
What's promising
- •Ascensus is a leader in retirement and college savings, providing stability in the financial services sector.
- •The company invests in innovative technology, enhancing its service offerings and operational efficiency.
- •Employees benefit from a culture focused on personalized service, fostering strong client relationships.
What to watch
- •The financial services sector is highly competitive, posing challenges for market differentiation.
- •Regulatory changes in retirement savings can impact business operations and strategy.
- •Limited public information about Ascensus's diversity and inclusion initiatives.
Why Ascensus
- •Ascensus specializes in both retirement and college savings, offering a dual focus uncommon in the industry.
- •The company emphasizes personalized service, setting it apart in a tech-driven financial landscape.
- •Ascensus's commitment to innovative technology supports its leadership in savings solutions.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Ascensus
Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping individuals save for their future through innovative technology and personalized service.
