Full-Time

Actuarial Consultant

Posted on 4/9/2025

Ascensus

Ascensus

1,001-5,000 employees

No salary listed

Expert

Indianapolis, IN, USA + 3 more

More locations: Miami, FL, USA | Charlotte, NC, USA | Kansas City, MO, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Risk Management
Requirements
  • Bachelor degree in math, actuarial science, or other related field
  • ASA, EA designations required, FSA strongly preferred
  • 10+ years of pension consulting, project management and staff management experience
  • Strong communication skills, including client consulting and presentations
Responsibilities
  • Serve as lead Consultant with clients regarding risk management of pension plans including budget planning, cost-reduction strategies, and plan design analysis
  • Responsible for revenue management, budgeting, and overall team operations
  • Assist with department direction and strategy
  • Prepare and monitor annual budgets and client invoicing
  • Serve as actuarial resource / subject matter expert to internal and external clients
  • Set and maintain quality standards
  • Assist in business development efforts, including RFP responses, conference attendance, and development and maintenance of a professional business network
  • Promote company culture, encourage engaged environment
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Assist with other tasks and projects as assigned
Desired Qualifications
  • Experience with public sector and/or church plans preferred; familiarity with Florida Chapters 112, 175, and 185 is especially desirable.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Muhlenberg Township, Pennsylvania

Founded

1980

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with T. Rowe Price enhances 529 education savings plans.
  • Acquisition of Vanguard's plans strengthens Ascensus' small business retirement segment.
  • Mary Torgerson's appointment focuses on expanding small business services.

What critics are saying

  • Increased competition in financial wellness software may impact market share.
  • Acquisition of Vanguard's plans could strain operational capacity.
  • New leadership may disrupt existing client relationships.

What makes Ascensus unique

  • Ascensus launched Aimee, an AI-driven virtual coach, in May 2021.
  • Ascensus is the largest recordkeeper of state-sponsored education savings programs in the U.S.
  • Ascensus acquired Vanguard's retirement plans, enhancing its small business retirement offerings.

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Benefits

Remote Work Options

Company News

HR Today
Feb 27th, 2025
Ascensus Names Phillip Gillespie New Chief Legal, Risk and Compliance Officer

DRESHER, Pennsylvania, United States, February 2025 - Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer.

PR Newswire
Feb 26th, 2025
Ascensus Names Phillip Gillespie New Chief Legal, Risk And Compliance Officer

DRESHER, Pa., Feb. 26, 2025 /PRNewswire/ -- Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer. Gillespie reports to Ascensus Chair and CEO David Musto and is based in the company's Newton, MA office

GlobeNewswire
Nov 6th, 2024
Financial Wellness Software Market Report 2024, Featuring Profiles of Intuit, Voya Financial, Alight Solutions, MoneyLion and PlanSource Holdings

For instance, in May 2021, Ascensus LLC, a US-based financial services company, launched Aimee, an AI-driven virtual coach designed to offer personalized financial wellness guidance to employees participating in retirement plans.

PR Newswire
Aug 20th, 2024
Ascensus Names Industry Veteran Michael Dunn To Lead Enterprise Solutions Business

DRESHER, Pa., Aug. 20, 2024 /PRNewswire/ -- Ascensus has named industry veteran Michael Dunn to lead its Enterprise Solutions line of business, effective September 4, 2024.As President, Enterprise Solutions, Dunn will report to Ascensus President Nick Good and join the company's Operating Committee executive team. Dunn succeeds Kurt Laning, who joined Ascensus through the Newport merger in 2022 and retired earlier this spring.Enterprise Solutions is the largest provider of unbundled and outsourced nonqualified retirement plan administration services and provides a broad array of industry leading solutions and expertise, including corporate- and bank-owned life insurance consulting and administration, and fiduciary and total rewards consulting services. It serves institutions of all sizes, including more than 40 percent of Fortune 500 companies."Mike Dunn is a highly experienced and respected leader in our industry and the ideal person to lead our Enterprise Solutions business into the future," said Good. "He brings both relevant and diverse experience to his new role and a deep understanding of the corporate and institutional insurance marketplace. We look forward to welcoming his judgment and industry perspective to our leadership table and decision making."Dunn most recently was Head of Institutional Insurance with MassMutual Financial Group, serving in a number of product, sales, and executive leadership roles of increasing responsibility over a nearly 20-year career

PR Newswire
Jun 3rd, 2024
Ascensus Announces Sales Leadership Moves

DRESHER, Pa., June 3, 2024 /PRNewswire/ -- Ascensus announced several changes in its Retirement Sales leadership team today, promoting from within to deliver more dedicated support to the advisors and partners they serve, enhance leader focus on key initiatives, and enable the long-term growth of the business.Head of Core Retirement, Jason Crane, has named Anthony Bologna to the newly created role of National Sales Director. Bologna, a 25+-year Ascensus veteran, will be responsible for overall leadership of the retirement sales organization, and span both field-based and internal resources.He began his Ascensus career in sales in 1998 and was named to his prior role as Division Vice President – Eastern Region in 2014. Bologna's focus on leveraging data and analytics to drive informed behavior has helped evolve the company's sales practices and delivered outsized growth for the business.Reporting to Bologna will be Lori Zeman, Division Vice President – Western Region; Carolyn Fraser, Head of Internal Sales; and Jeff Simes, Bologna's successor as Division Vice President – Eastern Region.Simes joined Ascensus in 2018 as Regional Vice President – Northeast and has been a top performer in each year of his tenure. He previously excelled in roles with CUNA, The Hartford, and Principal Financial Group, and brings more than 30 years of sales experience to his new role.Crane announced that Mickie Morley has succeeded Simes as Regional Vice President – Northeast, assuming responsibility for Eastern Massachusetts, Maine, New Hampshire, and Vermont. Morley joined Ascensus in 2019 in internal sales following an 11-year sales career with CUNA and its CPI division.In addition, Jim Walker, previously Director, Internal Sales, has assumed the newly formed role of Head of Enablement – Core Retirement. Walker, who joined Ascensus in 2019, will report directly to Crane and focus on accelerated delivery of data and analytics-driven insights used to optimize deployment of resources

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