Sr Actuarial Analyst

The Defined Benefits Senior Actuarial Analyst performs analysis and calculations necessary to complete client pension projects for review by Actuaries and completes peer review of other Actuarial Analysts' work. He/she is involved in numerous client projects simultaneously and must manage their contribution to project time and budget effectively to ensure a correct and complete client deliverable. The Senior Actuarial Analyst at this level is expected to complete the assigned duties independently with limited instruction.

• Draft and peer review the actuarial valuation and maintain plan record keeping for assigned clients and finalize after actuarial review. Maintain turnaround time to meet the client's requirements and the department's timing standards.
• Review the participant annual funding notice and actuarial AFTAP certification completed by the Actuarial Analyst.
• Review IRS Form 5500, along with appropriate schedules, completed by the Actuarial Analyst and deliver it in an appropriate timeframe to the client.
• Review the Pension Benefit Guaranty Corporation (PBGC) Comprehensive Premium Form for determining premium payments to comply with PBGC regulations. This form should be completed in accordance with the Department's timing standards.
• Draft and review the ASC 715 Pension Expense Calculation (including settlement transactions) and Disclosure Statement. Ensure timely delivery of this statement to assigned clients.
• Formulate and review benefit calculations and projected benefit estimates, including QDROs.
• Facilitate communication between the client and the actuary for assigned clients. Draft correspondence between USICG and the client.
• Demonstrate competency with mortality and interest theory concepts.
• Complete special project assignments as requested by the client or actuary.
• Ability to work within various software applications to become efficient in completing client assignments.
• Foster and maintain a friendly and collaborative atmosphere within the department and company.

• Bachelor Degree in Mathematics, Actuarial Science, Computer Science or Finance.
• 3-5 years of post-education pension actuarial experience.
• Completion of actuarial exams is not required.
• Functional in MS Office software (Word, Excel).
• Strong analytical and communication skills.
• Ability to multi-task and juggle priorities.
• Flexibility to work overtime to meet client demands.
• Team orientated.

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services(“USI”).To learn more, visit or follow us on
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What truly distinguishes USI as a premier insurance brokerage and consulting firm is the
USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers
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