Actuarial Team Associate
- Assist in managing a portfolio of Defined Benefit (DB), Cash Balance (CB), and related 401(k) plans, ensuring timely and accurate service delivery.
- Review actuarial valuation reports, funding calculations, and contribution recommendations.
- Perform and review annual plan calculations, including benefit accruals, minimum required contributions, maximum deductible contributions, and lump-sum factors.
- Manage calculation and delivery of participant benefit distribution requests.
- Support actuaries in preparing and analyzing nondiscrimination testing (e.g., 401(a)(4), 410(b), 401(a)(26), 415 limits) for DB and DC plans.
- Coordinate with actuaries on plan design considerations, regulatory changes, and potential improvements for clients.
- Assist with compliance reviews to identify operational failures or plan qualification issues and support corrective action.
- Communicate actuarial and technical concepts clearly to internal teams and external clients.
- Assist with plan termination processes, including benefit calculations and required regulatory filings.
- Maintain up-to-date knowledge of industry trends and legislative/regulatory changes affecting retirement plans.
- Document client activity, calculations, and communications within JULY’s CRM system.
- Support ad hoc actuarial and compliance projects as assigned.
- 3+ years retirement plan experience, DB/CB strongly preferred.
- Ability to review actuarial calculations and valuation components.
- Strong analytical skills and attention to detail.
- Proficiency with MS Office suite.
- Clear written and verbal communication.
- Strong organizational skills.
- Self-motivated problem solver.
- Client-focused, reliable, and collaborative.
- Commitment to deliver value through teamwork and collaboration, regardless of task size.
- Positive attitude.
- Bachelor’s degree in math, actuarial science, statistics, finance, or similar.
- Experience with DB/CB valuations or actuarial reports.
- Interest in pursuing Enrolled Actuary (EA) designation is welcomed but not required.
- Experience with pension systems or actuarial software.
- Desire to deliver outstanding client service.
- Ability to navigate difficult conversations professionally.
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Four weeks of Paid Time Off
- Ability to work remotely
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