The McKeogh Company is proud to announce that Mandy Notaristefano, Jim McKeogh and Emily Lucini are presenting at the International Foundation of Employee Benefits – 2023 Annual Conference in Boston, MA. Mandy and Jim are co-presenting on Tuesday October 3rd and Wednesday October 4th in a session titled “Liability-Driven Investment to Manage the Risk of Unfunded Liabilities”. Emily is presenting on Tuesday October 3rd in a session titled “Special Financial Assistance Investment Strategies”. Additional information about the International Foundation of Employee Benefits can be found here: www.ifebp.org
TMC Update
We are hiring!
The McKeogh Company is hiring! We have openings for Actuary/Consultants and entry level positions. We offer a competitive pay and benefits package and an opportunity to work for a small regional firm that is nationally competitive. Please see below for job specifications. Interested candidates should send their resume and cover letter to Carolyn Courtney at carolyn.courtney@mckeogh.com.
Actuarial Analyst – Entry Level
Required Qualifications:
- Bachelor’s degree or equivalent work experience
- Ability to work independently and as part of a team
Preferred Qualifications:
- Detail oriented with strong organizational skills
- Skilled in Microsoft Office Excel and PowerPoint (or comparable programs)
- Strong problem-solving, quantitative, and analytical skills
- Strong communication skills, both written and oral
- Willingness to pursue ASA/FSA designations of the Society of Actuaries
Actuarial Consultant
Required Qualifications:
- Associate or Fellow of Society of Actuaries (candidates who are close to ASA will also be considered)
- Minimum of 5 years of actuarial experience, preferably within the employee benefits industry
- Strong problem-solving, quantitative and analytical skills
- Ability to work independently and as part of a team
Preferred Qualifications:
- Skilled in Microsoft Office Excel and PowerPoint (or comparable programs)
- Experience in retiree medical valuation work
- Detail oriented with excellent organizational skills
- Health insurance experience
- Familiarity with multiemployer plans
- Basic knowledge of compliance and regulations in the benefits arena
Responsibilities May Include:
- Analyzing data
- Measuring post-retirement benefit obligations
- Proactively advising clients and providing superior client service
- Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
- Playing a key role in vendor procurement, negotiation, implementation, and optimization activities
- Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
- Preparing basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
- Reviewing financial analyses including but not limited to developing pricing and contribution strategies, modelling plan design alternatives and calculating reserves
Benefits Consultant
Required Qualifications:
- Bachelor’s degree or equivalent work experience
- Minimum of 5 years of experience in the employee benefits industry
- Strong problem-solving, quantitative, and analytical skills
- Self-motivated and able to juggle multiple priorities
- Ability to effectively communicate results and recommendations
- Ability to work independently and as part of a team
Preferred Qualifications:
- Skilled in Microsoft Office Excel and PowerPoint (or comparable programs)
- Experience in retiree medical valuation work
- Detail oriented with excellent organizational skills
- Basic knowledge of compliance and regulations in the benefits arena
- Familiarity with multiemployer plans
- Underwriting experience
- CEBS designation, or Life or Health Insurance Agent License
Responsibilities May Include:
- Analyzing data
- Measuring post-retirement benefit obligations
- Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
- Playing a key role in vendor procurement, negotiation, implementation, and optimization activities
- Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
- Preparing basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
- Reviewing financial analyses including but not limited to developing pricing and contribution strategies, modelling plan design alternatives and calculating reserves
TMC Update – Mandy and Karen to present at IFEBP Conference
The McKeogh Company is proud to announce that Karen Crossin and Mandy Notaristefano are presenting at the International Foundation of Employee Benefits – 2022 Annual Conference in Las Vegas, Nevada. Karen’s session on Monday October 24th is titled “Specialty Benefits”. Mandy’s session on Tuesday October 25th is titled “Investment Returns vs. Actuarial Assumptions”. Additional information about the International Foundation of Employee Benefits can be found here: www.ifebp.org
TMC Update – Jim at the Conference of Consulting Actuaries
The McKeogh Company is proud to announce that Jim McKeogh was a presenter at the Conference of Consulting Actuaries 2022 Annual Meeting in Austin, Texas. Jim’s session on October 17, 2022 was titled “Dueling Actuaries”. Additional information about the Conference of Consulting Actuaries can be found here: https://www.ccactuaries.org/
TMC Update – Mandy Appointed to IFEBP Professionals Committee
Mandy Notaristefano, was appointed to the professionals committee for multiemployer plans for the International Foundation of Employee Benefit Plans. The IFEBP is a nonprofit organization, dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information.