Retirement Specialist

19 hours ago

Taguig, National Capital Region, Philippines WTW External Careers Site Full time ₱900,000 - ₱1,200,000 per year

As a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial support.

Performance Objectives:

  • Provides technical assistance to the Consultant/Senior Consultant in the following areas:
    • Data preparation, validation & reconciliation
    • Assumption setting
    • Actuarial valuation of retirement plans, including the use of WTW standard valuation software.
    • Analysis of valuation results
    • Plan benchmarking, design, and costing
    • Retirement plan set-up, review, and harmonization
    • Benefit projections and individual benefit calculations
    • Other projects requiring actuarial skills (other employee benefits, insurance, HMO, etc.)
  • Prepares the following reports:
    • Actuarial valuation reports for local funding and accounting standards (local and international) purposes
    • Comparative plan summaries upon request of clients
    • Drafting of plan rules
    • Presentation and sales materials
  • Assists the Consultant/Senior Consultant in the presentation of results.
  • May act as the lead and client's main contact person within WTW

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