Requests, gathers, reviews and uploads client data, and assists in the preparation of actuarial valuations, participant statements and/or client listings and performs required financial analyses using proprietary and vended software.
Reconciles data and assets from previous valuations and prepare summaries of data, assets, and benefits defined in the plan documention.
Escalates data or plan questions related to valuations and benefit calculations.
Prepares government forms and our regulatory documetation.
Complies with all components of the Standard Valuation Procedures (MSVP).
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