Job Description

Company Overview:

RAE Consulting is a dynamic, fast-growing consulting firm specializing in actuarial services for multiemployer defined benefit pension and health plans. We provide expert retirement and health benefits consulting to a diverse group of clients, with a strong focus on quality, timeliness, and personalized service.

Job Overview:

We are seeking a highly experienced and detail-oriented Senior Pension Consultant to join our team. This individual will be responsible for managing client projects, ensuring timely and high-quality deliverables, and supporting both business development and internal process improvements. The ideal candidate will bring deep technical expertise, exceptional organizational skills, and a proactive approach to consulting in a collaborative, fast-paced environment. This role also includes attending client meetings and playing an active part in building and maintaining strong client relationships.

Key Consulting Responsibilities:

• Manage project workflows to ensure timely and efficient delivery of services.
• Coordinate internal timelines and follow-ups to meet or exceed client deadlines.
• Conduct thorough technical reviews to ensure accuracy and compliance of deliverables.
• Uphold the firm’s standards of quality across all client communications and reports.
• Perform research and offer subject matter expertise on complex pension and retirement plan topics.
• Prepare and present proposals for new business opportunities.
• Collaborate with the owner to evaluate and refine internal procedures for greater efficiency and effectiveness.
• Attend client meetings, as needed.

Key Technical Responsibilities:

• Prepare and review actuarial valuations for multiemployer pension plans.
• Prepare and review government filings, including annual reports and required disclosures.
• Prepare pension benefit statements in accordance with plan provisions and regulatory requirements.
• Review complex benefit calculations, including QDROs, required minimum distributions (RMDs), and late retirement scenarios.
• Perform financial forecasting of a plan’s funded position, including zone status projections under the Pension Protection Act.
• Conduct actuarial modeling of plan design changes and assess their financial and compliance implications.
• Prepare and review plan amendments, summary plan descriptions (SPDs), and plan document restatements.

Qualifications:

• Strong knowledge of multiemployer pension plans.
• Minimum of 7 years of experience in a multiemployer fund actuarial consulting environment.
• Actuarial credentials required (ASA, FSA, or EA).
• Demonstrated experience coordinating with other professionals, including attorneys, administrators, and trustees.
• Excellent project and operations management skills with a proven ability to manage timelines and deliverables.
• Highly customer-service oriented, with strong communication and interpersonal skills.
• Self-motivated and proactive, with the ability to work independently and take initiative.
• Experience with ProVal is a plus.

Why Work at RAE Consulting?

· You’ll have the opportunity to work closely with clients, offering direct insights and influence on their pension and health benefit strategies.

· We provide consulting on all aspects of pension and health plan management, including compliance, financial analysis, and actuarial services. Our team has a broad and deep understanding of these topics, allowing you to expand your expertise.

· We value flexibility and take a mindful approach to supporting a healthy work/life balance, ensuring our team members can thrive both professionally and personally.

· We genuinely care about our colleagues' well-being. We believe that a positive, supportive environment fosters productivity and enhances the quality of our work.

· We are committed to fostering an inclusive and supportive work environment where your individual circumstances and contributions are respected. We believe this approach fosters a positive and supportive workplace culture, which leads to higher employee morale and engagement.

We are undergoing an exciting transition that includes advancements in technology and process improvements. As a new team member, you’ll play a crucial role in shaping and executing this transition.

Pay & Rewards:

• Base Salary: $120,000+ (depending on experience)
• Bonus: Discretionary, based on individual and company performance
• 401k Plan: 401(k) Plan with matching employer contributions
• Health Insurance: Stipend toward health insurance costs if not already covered by a spouse's or parent's plan
• Hybrid Work Schedule: Opportunity to work from home two days per week. Please note, we are not considering 100% remote candidates.
• Paid Time Off: Generous paid time off, including vacation days, personal days, and holidays
• Actuarial Exam Support: Access to a comprehensive exam program to support your career development

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