Educational Consultant focusing on Mathematics professional development for Curriculum Associates. Engaging with educators to facilitate high - quality training and support in classroom learning environments.
SF
Hybrid Pension Benefit Consultant
Posted last week
About the role
- Pension Benefit Consultant specializing in Defined Benefit Plans, delivering client DB Plan calculations at Fidelity. Collaborating with internal teams and providing DB expertise for accurate pension calculations.
Responsibilities
- Understanding and documenting our client’s DB Plan benefit calculation provisions
- Working with the internal Fidelity project team to test and deliver requirements
- Demonstrating DB expertise to help others at Fidelity
- Owning the discovery and learning of the mechanics of how the client’s DB Plans operate
- Reading client plan documents and leading client review meetings
- Crafting a comprehensive test plan
- Working with developers and data analysts to validate client participant data and calculations
- Training the ongoing operations team in all DB calculation aspects
Requirements
- Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years
- Working understanding of pension laws and regulations
- Actuarial designations (EA, ASA) a plus but not required
- Ability to document the benefits of a DB plan in extensive, complete detail
- Experience actively gathering information from clients and third parties
- Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately
- Experience consulting with clients about DB Plan issues
- Project leadership skills
- Experience working directly with, or personally programming, DB calculation or valuation systems
- Ability to work effectively on your own and at the same time as part of a large internal and external team
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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