Actuary

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.

Summary / Objective

Serve as the technical expert and project manager for the annual funding, nondiscrimination, and compliance requirements for cash balance plans and traditional defined benefit plans for small employers.

Our team is looking for Pension Actuarial Consultants in Indianapolis. Remote positions are also available.

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

• 5-10+ years pension-related consulting experience

• EA designation required

• Proficiency in Microsoft Excel

• Cash Balance Experience required

• Strong communication skills, including client consulting and presentations