Actuary

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Logo of Transition Strategies, LLC

Transition Strategies, LLC

1 - 10 employees

Founded 2003

💼 Consulting

⚖️ Legal

📋 Compliance

Consulting • Legal • Compliance

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

📋 Description

• Assist with the design, implementation, administration, amendment, and termination of Defined Benefit and Cash Balance retirement plans. • Perform and review actuarial valuations, compliance testing, and funding calculations while ensuring accuracy and regulatory compliance. • Maintain responsibility for a limited client portfolio while providing technical oversight and review of actuarial work completed by other team members. • Interpret retirement plan provisions and applicable regulations to provide accurate guidance to clients and internal stakeholders. • Communicate complex actuarial concepts and retirement plan information clearly to clients, advisors, and internal partners. • Review actuarial reports, funding recommendations, and supporting documentation for accuracy and completeness. • Ensure compliance with company policies, professional standards, and applicable regulatory requirements.

🎯 Requirements

• Bachelor's degree in Actuarial Science, Mathematics, or a related field. • 5-10 years of actuarial experience supporting qualified retirement plans. • Advanced knowledge of Defined Benefit and Cash Balance retirement plan design, funding, and administration. • One or more of the following professional credentials is required: Enrolled Actuary (EA), Associate of the Society of Actuaries (ASA), Fellow of the Society of Actuaries (FSA), Member of the American Academy of Actuaries (MAAA), Member of the Society of Enrolled Actuaries (MSEA), or Fellow of the Society of Enrolled Actuaries (FSEA) • Thorough understanding of IRS regulations, ERISA requirements, Pension Protection Act provisions, and applicable actuarial standards of practice. • Strong analytical, mathematical, and problem-solving skills with exceptional attention to detail. • Demonstrated ability to perform and review actuarial valuations and funding calculations. • Excellent research skills with the ability to interpret regulatory guidance and apply complex technical concepts. • Ability to communicate highly technical information effectively to clients with varying levels of actuarial knowledge. • Strong project management and organizational skills with the ability to manage multiple priorities and deadlines. • Advanced proficiency in Microsoft Office, particularly Excel. • Ability to work independently while collaborating effectively across departments. • Strong written and verbal communication skills.

🏖️ Benefits

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) • 401(k) with company match + HSA with company contribution • Generous PTO for parental leave, vacation, and holiday time • Support for certifications, association dues, and professional development • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

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