Associate Actuarial Analyst | Retirement & Investment

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.

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 :

Minimum Qualifications :

#LD-OD1 #LI-Hybrid