Experienced Actuarial Analyst/Consultant

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

• Prepare and check data for and perform actuarial calculations related to the annual funding, accounting, and compliance requirements for retiree health benefit plans and single / multi-employer health benefit plans.
• Serve as the project manager on actuarial calculations related to the annual funding, accounting, and compliance requirements for retiree health benefit plans and single / multi-employer health benefit plans

Responsibilities

• Develop and maintain client relationships, serve as advisor and technical expert
• Communicate with clients, participate in client meetings, present results, and discuss recommendations
• Perform calculations, utilize actuarial programs, and prepare drafts of client deliverables
• OPEB actuarial valuations (both GASB 74 / 75 and ASC 715-60)
• MEWA reports
• Rate calculations and budget projection reports
• Medicare Part D certification report
• Various special project reports
• Consult with clients regarding actuarial results, plan provisions, and actuarial assumptions
• Assist in the training of entry level students
• 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

Skills & Qualifications

Required

• Bachelor degree in math, actuarial science, or other related field
• Additional courses in MS Office programs (Excel, Word, PowerPoint, Access), communications and logical analysis
• Excellent communication skills (written and verbal), attention to detail, and organizational / time management skills
• Ability to cooperate and coordinate tasks with coworkers and clients
• Demonstrated ability to write understandable and effective reports
• 5+ years of OPEB valuation experience
• ASA, or close to attaining

Preferred

• Fully credentialed, or in pursuit of FSA
• ProVal experience a strong plus
• Project management experience
• Strong communication skills, including client consulting and presentations

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