Pension Actuarial Analyst: Data-Driven Plan Specialist

Dunbar, Bender & Zapf, Inc.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Dunbar, Bender & Zapf, Inc. is seeking a data analyst to gather and analyze census data for defined benefit plans, determine eligibility for participation and contributions, and prepare client reports and government filings.

The role emphasizes data integrity and adherence to plan documents and regulations. The candidate should have a 4-year degree in Mathematics or Actuarial Science and at least 1 year of pension/benefits experience, with strong analytical and communication skills.

Qualifications

• Bachelor's degree in Mathematics, Actuarial Science or related field and at least 1 year of pension/benefits plans experience.
• Ability to gather and analyze data, perform calculations, and follow complex instructions.
• Ability to read and interpret complex legal documents.
• Strong communication skills, written and verbal, with internal staff and external clients.

Responsibilities

• Gathers and analyzes census data to determine eligibility for participation and contributions, ensuring regulatory compliance.
• Performs contribution calculation and testing, ensuring regulatory compliance and resolving discrepancies.
• Collects data from multiple investment platforms and reconciles trust assets.
• Produces standard and ad hoc client reports and required government forms.
• Prepares notices, disclosures, and statements and processes distribution requests.
• Reviews plan documents to administer plans per terms and responds to inquiries.
• Keeps up with industry regulations and pursues professional development.

Education

4-year degree in Mathematics or Actuarial Science or related technical field

Tools

Spreadsheet software

Word processing software

Internet literacy

Job description

Dunbar, Bender & Zapf, Inc. is seeking a data analyst to gather and analyze census data for defined benefit plans, determine eligibility for participation and contributions, and prepare client reports and government filings.

The role emphasizes data integrity and adherence to plan documents and regulations. The candidate should have a 4-year degree in Mathematics or Actuarial Science and at least 1 year of pension/benefits experience, with strong analytical and communication skills.