Definiti LLC · 3 days ago
Actuarial Analyst
United States
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Request, organize, and review Plan & Participant data
Review & Reconcile Plan Asset Data
Review Plan document and establish plan specifications within the ASC valuation system
Prepare Annual Valuations in ASC for review and approval by Actuary
Perform CB/401(k) Combo Annual IRS Coverage and Non-Discrimination testing (401a4, 410b, 401a26)
Preparation of benefit calculations for terminated/retiring participants including calculation of optional forms of payment
Plan Termination calculations for PBGC and non-PBGC covered Defined Benefit Plans
Monitor and prepare Required Minimum Distribution calculations
Prepare Government Form 5500s, Schedule SB, PBGC premium filing, 8955-SSA
Complete Cash Balance/Defined Benefit Plan Projections upon request
Work closely with RPC (Retirement Plan Consultant) to service case of Cash Balance/401k Combination Plans.
Qualification
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Required
High school diploma or GED required
3+ years of experience with the administration of CB/DB/401k Combo Plans
Proficient in CB/401k Combo Plan Cross Testing
Proficient with ASC Valuation system
Demonstrated excellence in written and verbal communication
Must be detailed and possess strong organizational skills
Time management focused adhering to deadlines and timelines
Team Oriented with experience interacting with vendors, clients, advisors and coworkers
Ability to analyze complex Cash Balance & Defined Benefit Plan issues and provide solutions
Ability to work independently and as part of a team in a fast-paced environment
Ability to maintain data entry accuracy while multitasking and focusing on meeting deadlines
Ability to build rapport with others remotely while working productively with limited in-person interaction
Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed to using Microsoft Teams (or similar virtual-meeting applications)
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
Preferred
Experience with ASC Software System or FT Williams highly preferred; would consider experience with Relius or Datair
ASPPA Designations preferred
Benefits
401(k) with up to 4% match
Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility
Company
Definiti LLC
From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-02-02Acquired· undefined
Leadership Team
Kristin Tweed-Andreski
Chief Executive Officer
Tom Gaillard
Chief Executive Officer
Recent News
2024-02-23
Company data provided by crunchbase
