Associate Actuarial Analyst | Retirement & Investment
Job Description
#LI-OD1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
• Initiation of benefit calculations, including requests for election kits
• Data reconciliation
• Determination of minimum, maximum, and recommended annual plan contributions
• Preparation of actuarial communications related to IRS funding rules and regulations
• Preparation of accounting reports for plan and company financial statements
• Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
• Preparation of required DOL notices such as the Annual Funding Notice
• Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
• Additional responsibilities as assigned
Preferred Qualifications
• Bachelor's in actuarial or math sciences
Qualifications
Minimum Qualifications
• High School Diploma or GED
• Zero to two years of professional, pension experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental 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
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary
About Us
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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#LI-OD1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
• Initiation of benefit calculations, including requests for election kits
• Data reconciliation
• Determination of minimum, maximum, and recommended annual plan contributions
• Preparation of actuarial communications related to IRS funding rules and regulations
• Preparation of accounting reports for plan and company financial statements
• Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
• Preparation of required DOL notices such as the Annual Funding Notice
• Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
• Additional responsibilities as assigned
Preferred Qualifications
• Bachelor's in actuarial or math sciences
Qualifications
Minimum Qualifications
• High School Diploma or GED
• Zero to two years of professional, pension experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental 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
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary
About Us
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Apply tot his job
Apply To this Job