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Defined Benefit Plan Director
3 weeks ago
About the Role:
We are seeking an experienced Defined Benefit Plan Director to join our team at Smith Arnold Partners. The successful candidate will be responsible for preparing and reviewing actuarial valuations and administration for defined benefit and cash balance plans.
Key Responsibilities:
- Maintaining an assigned book of defined benefit and cash balance plans.
- Preparing actuarial valuations and non-discrimination testing pursuant to ERISA guidelines and IRS procedures.
- Providing excellent client service while preparing plan documents and amendments, calculating retirement distribution benefits, and preparing PBGC filings and notices.
- Performing contribution calculations to optimize tax savings and non-discrimination testing.
- Preparing asset reconciliations, including trust accounting, and government filings pursuant to IRS/DOL guidelines and requirements.
- Tracking upcoming deadlines and following up with clients for data.
Requirements:
- Enrolled Actuary status required.
- 5 plus years of experience administering Defined Benefit/Cash Balance plans.
- Working knowledge of Salesforce, DATAIR, and FtWilliam desired.
- Industry-related credentials (SOA or ASPPA) preferred.
- Strong computer skills, including Excel, Word, and Adobe.
