Requests, gathers, reviews and uploads client data, and assists in the preparation of actuarial valuations, participant statements and/or clientlistings and performs required financial analyses using proprietary and vended software;
Reconciles data and assets from previous valuations and prepare summaries of data, assets, and benefits defined in the plan documentation;
Escalates data or plan questions related to valuations and benefit calculations to more senior analysts;
Helps prepare government forms and our regulatory documentation;Complies with all components of the Standard Valuation Procedures (MSVP);
Perform actuarial calculations, data and risk analysis and report production;Ensure projects are delivered on-time and to the high standards required.