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Ascensus

Administers tax-advantaged savings plans

Actuary

Human Capital & Change ConsultingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree in Math, Actuarial Science, Economics, or a related field is required.
  • At least 10 years of pension-related consulting experience is required.
  • ASA and EA credentials are required.
  • Proven client management skills are required.
  • Proficiency in Microsoft Excel is required.
  • Superior analytical ability is required.
  • Strong presentation skills are required.

Responsibilities

  • Provide expertise and consulting on the design, management, administration, and communication of retirement plans for private, public, and church plan clients.
  • Oversee and review recurring client projects, including funding valuations, government filings, and benefit calculations.
  • Oversee and review non-recurring client projects, including plan design, assumption studies, plan de-risking, and plan termination.
  • Serve as the primary client contact and relationship manager, responsible for retaining and growing client relationships.
  • Identify and develop new business through customer service, networking with other professionals, and active participation in related organizations.
  • Serve as a technical expert and promote sound actuarial practices.
  • Provide direction and training to Actuarial Analysts, including assigning, directing, and evaluating their work.
  • Encourage a collaborative team environment that values knowledge and idea sharing.

Desired Qualifications

  • FSA credential is preferred.
  • Experience with ProVal is preferred.

About the Company

Ascensus

Administers tax-advantaged savings plans

Ascensus helps people save for life events by offering tax-advantaged savings plans and the technology and services to manage them. It operates in retirement, education (including 529 plans), and health savings accounts, providing recordkeeping, administration, and investment services for employer-sponsored and individually opened plans. Clients (individuals, employers, and financial institutions) rely on Ascensus to handle plan setup, compliance, ongoing administration, and investment support, usually for fees paid by plan sponsors. Compared with other providers, Ascensus emphasizes outsourced plan administration and technology-enabled recordkeeping across a broad set of savings vehicles. The company's goal is to enable reliable, scalable saving solutions that help people fund retirement, education, and healthcare needs through efficient, compliant plan management.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Muhlenberg Township, Pennsylvania
Founded
1980

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