Careers

Career Opportunities

The retirement field is dynamic and complex. Because we strive to maintain the highest level of quality and service for our clients, it is important for us to ensure that our staff is well trained, knowledgeable and competent. To continue our firm’s growth, and provide the quality and service that has come to be expected of Dunbar, Bender & Zapf, Inc., we are regularly seeking to expand our workforce with highly motivated, productive and dependable individuals.

Actuarial Analyst Trainee for the Defined Benefit Group or Benefits Analyst Trainee for the Defined Contribution Group

Primary Tasks and Responsibilities

Trainees at DBZ learn and assist with the completion of the retirement plan valuation process which includes data preparation, asset balancing, preparation of contribution calculations, required plan testing, government form filings, and participant benefit statements utilizing various computer software systems. Trainees also assist with preparation of benefit calculations for retirements, terminations and other types of plan distributions. Trainees learn the process of plan termination which includes preparation of benefit calculations, participant notices and government filings. Throughout the training process, trainees are educated about various plan laws and regulations.

Qualification Guidelines

While little or no prior professional employee benefits experience is required, trainees must be systems-oriented, have a working knowledge of Microsoft Office applications, including an advanced level of proficiency with Microsoft Excel. Trainees must have good written and verbal communication skills, must have strong deductive reasoning skills and must be attentive to details. Trainees are expected to effectively manage their workloads independently, but recognize when they need to seek assistance.

While the requirements are similar for both trainee positions in the Defined Contribution Group and Defined Benefit Group, the position requirements do differ in college education requirements, as noted below.

An ideal Benefits Analyst Trainee would be a recent college graduate or someone re-entering the workforce, with a four-year degree in business, accounting, finance, mathematics, information management or other related field.

An ideal Actuarial Analyst Trainee would have a four-year degree in mathematics or actuarial science and have computer programming experience.

Professional Development and Memberships
All employees of Dunbar Bender & Zapf, Inc. are strongly encouraged to enhance their job related knowledge and skills by sitting for Enrolled Actuary examinations or professional examinations through the American Society of Pension Professionals and Actuaries (ASPPA). We provide financial support for professional designation examinations.

Actuarial Analyst for the Defined Benefit Group or Benefits Analyst for the Defined Contribution Group

Primary Tasks and Responsibilities

Analysts at Dunbar, Bender & Zapf are responsible for completion of the valuation process which includes data preparation, asset balancing, preparation of contribution calculations, required plan testing, government form filings, and participant benefit statements utilizing various computer software systems. They are also responsible for the preparation of benefit calculations for retirements, terminations and other types of plan distributions. They complete plan termination tasks, which includes preparation of benefit calculations, participant notices and government filings. Analysts perform plan design studies and work with the Compliance Department to prepare plan documents, amendments and required notices. They must keep abreast of and comply with pension law changes and regulations. They are expected to work with department managers and actuaries to improve processes and increase efficiency and profitability. Analysts will communicate directly with clients, either by e-mail, phone or in-person. They may also train and mentor the Actuarial Analyst and Benefit Analyst Trainees.

Qualification Guidelines

Analysts must have a working knowledge of Microsoft Office applications, including an advanced level of proficiency with Microsoft Excel. They must also possess good written and verbal communication skills, must have strong deductive reasoning skills, and must be attentive to details.

Benefits Analyst Requirements:

  • Four-year degree in business, accounting, finance, mathematics, information management or other related field
  • Minimum of two (2) years experience in the administration of qualified retirement plans
  • Advanced skills with computer software applications, including Microsoft Office and plan administration software (knowledge of SUNGARD Relius applications is preferred)
  • Relevant professional qualifications or credentials are a definite plus.

Actuarial Analyst Requirements:

  • Four-year degree in mathematics or actuarial science
  • Minimum of two (2) years experience in defined benefit plan administration
  • Advanced skills with computer software applications, including Microsoft Office, plan administration software (knowledge of Wystar is preferred) and programming experience
  • Relevant professional qualifications or credentials are a definite plus.

Professional Development and Memberships
All employees of Dunbar Bender & Zapf, Inc. are strongly encouraged to enhance their job related knowledge and skills by sitting for Enrolled Actuaries examinations and professional examinations through the American Society of Pension Professionals and Actuaries (ASPPA). We provide financial support for professional designation examinations.