Senior Retirement Plan Administrator | DB & DC

North Canton, OH, United States (Hybrid)

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
  • Census data gathering, reconciliation, quality control, and importation onto valuation software
  • Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
  • Running actuarial valuations and summarizing results for review
  • Filing IRS Forms and PBGC filings
  • Preparing valuation funding reports
  • Preparing actuarial studies and benefit statements
  • Coverage and non-discrimination testing
• Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans
• Pursue actuarial or ASPPA examinations
• Review peer technical work flow
• Additional responsibilities as assigned

• High School Diploma or GED
• At least six years of actuarial or outsourcing pension experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Working towards Enrolled Actuary (EA)
• Ability to contract with and influence leaders in the organization, good at networking, collaboration and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
• Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
• Accept full responsibility for self and contribution as a team member
• Ability to travel as necessary

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

This posting will remain open for a minimum of three days and may close at any time thereafter.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.

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