Talk to sales Try for Free
Jae Song

Jae Song

Defined Benefit Plan Specialist

Followers of Jae Song251 followers
location of Jae SongAustin, Texas, United States

Connect with Jae Song to Send Message

Connect

Connect with Jae Song to Send Message

Connect

  • Timeline

  • About me

    Vice President - Quantitative Strategies at Sage Advisory

  • Education

    • The University of Texas at Austin

      2008 - 2013
      B.S. Actuarial Science

  • Experience

    • Nova 401(k) Associates

      Jan 2014 - Jul 2017
      Defined Benefit Plan Specialist

      - Perform compliance testing for defined benefit and defined contribution plans including cash balance plans- Prepare annual 5500 and other government filings- Complete benefit calculations and statements for plan participants- Prepare annual actuarial valuations- Prepare PBGC filings- Work closely with sales team to prepare proposal plans for prospective clients

    • Sage Advisory

      Jul 2017 - now
      Vice President - Quantitative Strategies

  • Licenses & Certifications

    • Business Foundations

      McCombs School of Business

    • Associate of the Society of Actuaries (ASA)

      Society of Actuaries