Job Description

Job Functions

, Essential Duties and Responsibilities

  • Review, prepare and/or certify client projects and ensure accurate client deliverables including:
     - Actuarial valuations and reports
     - Benefit statements
     - Plan documents, amendments, employee communications (SPDs, etc.)
     - Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
     - IRS determination filings and PBGC (Form 500 series) termination submissions
     - ASC 715/960
     - Perform and review combined plan non-discrimination testing

  • Answer technical questions posed by staff

  • Research the Internal Revenue Code and other technical resources to resolve client issues

  • Provide technical training for staff

  • Provide back up to other teams as necessary

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unautho...

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