Actuarial Services Consultant

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July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💸 Finance

🤝 B2B

👥 HR Tech

Finance • B2B • HR Tech

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

📋 Description

• Assist in managing a portfolio of Defined Benefit (DB), Cash Balance (CB), and related 401(k) plans, ensuring timely and accurate service delivery. • Monitor annual plan projects, calendars, and milestones. • Perform and review contribution calculations, non-discrimination and coverage testing (e.g., 401(a)(4), 410(b), 401(a)(26), 415 limit) for DB and DC plans. • Conduct compliance reviews to proactively identify and help fix operational failures or plan qualification issues. • Manage and coordinate plan termination timelines to ensure all requirements are met to pay out benefits. • Coordinate with actuaries on plan valuations, funding requirements, and potential plan design changes. • Deliver expert guidance on plan administration and effectively communicate complex topics - particularly cross-tested and combo arrangements—to internal and external contacts. • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes specifically retaining to Retirement Plans. • Maintain documentation on client projects and responses within JULYs CRM software tool. • Ad hoc projects and tasks as assigned

🎯 Requirements

• 3+ Years Retirement Plan experience • DB/CB experience is appreciated but not required • Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Collaborative rapport and team skills with stellar interpersonal and relationship management skills • Exceptionally organized individual who juggles multiple projects with minimal oversight • Self-starting, resourceful, solution seeker who works well independently • Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness • Team player with willingness to do no matter how small or large the task • Positive attitude

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off Policy • Ability to work remotely