Conduct quality control reviews of defined contribution plan valuations, contribution calculations, and compliance testing, and analyze results to identify trends, training needs, and process improvements. Provide technical guidance to Account Managers, escalate issues to Legal when appropriate, deliver team training, and support clients with timely and accurate compliance service.
The Actuary will perform funding valuations, sign actuarial certifications, and ensure regulatory compliance for defined benefit pension plans. They will also oversee benefit calculations, conduct non-discrimination testing, and provide guidance on plan design and amendments.
The Retirement Document Specialist is responsible for drafting and reviewing plan documents, amendments, and annual notices for various retirement products. They also act as a liaison between internal departments to ensure plan compliance with government regulations.
The Account Manager maintains client relationships and ensures plan compliance through testing, contribution calculations, and government form preparation. They also provide superior customer service, resolve issues, and work directly with auditors to manage plan administration.
