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Actuarial Specialist

Ascensus
Phoenix, AZ Full Time
POSTED ON 1/27/2026 CLOSED ON 2/26/2026

What are the responsibilities and job description for the Actuarial Specialist position at Ascensus?

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

Timely and accurate completion of actuarial projects for small cash balance plans. Position may focus on Silver service model cash balance plans.

Position Summary

  • Analyze and edit employee census data
  • Prepare actuarial valuations on cash balance plans
  • Prepare PBGC annual premium forms
  • Prepare trust reconciliations
  • Prepare Form 5500
  • Process benefit calculations
  • Complete projects timely, accurately and cost effectively
  • Update workflow system daily
  • Perform technical research to answer questions as necessary
  • Complete all applicable checklists and notes
  • Actively participate in ongoing retirement industry related education including pension law
  • Participate in process improvement and innovation
  • Provide back up support to other departments as assigned
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Assist with other tasks and projects as assigned

Section 3: Experience, Skills, Knowledge Requirements

Skills Needed

  • Strong conceptual, analytical and math skills
  • Excellent verbal and written communication skills, including the ability to communicate technical ideas
  • Intermediate computer skills, including Excel
  • Detail-oriented and accurate
  • Self-starter taking responsibility for completing tasks in a timely fashion
  • Strong organizational skills
  • Ability to juggle multiple tasks and prioritize
  • Team player
  • Commitment to ongoing pension education
  • Basic accounting skills
  • Ability to work in fast paced office environment
  • Dependable with excellent follow through on commitments and responsibilities

Experience Needed

  • Entry level position; prior experience is not required.
  • Actuarial internship is a plus.
  • Pursuing Actuarial exams is a plus.

EDUCATION/TRAINING NEEDED

  • B.A. or B.S. degree preferred
  • ASPPA or SOA exams leading to designations are preferred

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Salary.com Estimation for Actuarial Specialist in Phoenix, AZ
$77,040 to $94,324
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