Employee Benefits Consulting Internship Application

Apply for an Employee Benefits Consulting Internship

Are you pursuing a career in employee benefits consulting and looking for hands-on experience in retirement plan design, health and welfare benefits, and ERISA compliance? This Employee Benefits Consulting Internship Application template helps benefits consulting firms, HR consulting practices, and actuarial firms identify qualified candidates with the technical foundation and analytical skills needed to support client engagements.

Why Use This Internship Application Template?

Employee benefits consulting is a specialized field that bridges actuarial science, regulatory compliance, plan design strategy, and technology. Finding interns who understand the fundamentals of ERISA, have made progress toward actuarial credentials, and can work with benefits administration platforms requires a targeted screening process.

This Paperform template streamlines your internship recruitment by:

• Evaluating actuarial exam progress to identify candidates committed to the credentialing path
• Assessing ERISA and regulatory knowledge relevant to qualified retirement plans and welfare benefit plans
• Testing plan design analysis skills through scenario-based questions
• Gauging software proficiency with benefits administration and actuarial systems
• Collecting work authorization, availability, and professional interest information in one organized submission

Whether you're a boutique benefits consulting firm, a Big Four practice, a third-party administrator, or an insurance brokerage with a benefits practice, this template helps you screen candidates efficiently and identify those ready to contribute to client projects from day one.

Who Should Use This Template?

This internship application is designed for:

• Employee benefits consulting firms recruiting actuarial and consulting interns
• Human resources consulting practices with retirement and health benefits advisory services
• Third-party administrators (TPAs) seeking interns for plan administration and compliance roles
• Insurance brokerages with employee benefits divisions
• Actuarial firms specializing in pension and benefits consulting
• Corporate benefits departments offering internships in benefits strategy and administration

Key Features of This Benefits Consulting Internship Application

Comprehensive Candidate Profile
Collect personal information, contact details, educational background, and program details to understand each candidate's academic foundation in actuarial science, finance, mathematics, or related disciplines.

Actuarial Exam Progress Tracking
Assess how many Society of Actuaries (SOA) or Casualty Actuarial Society (CAS) exams candidates have passed, which exams they're preparing for, and their timeline for future exams—critical indicators of commitment to the actuarial profession.

ERISA and Regulatory Knowledge Assessment
Evaluate candidates' understanding of the Employee Retirement Income Security Act (ERISA), qualified plan rules, fiduciary responsibilities, Form 5500 reporting, nondiscrimination testing, and health and welfare plan compliance through targeted questions.

Plan Design Analysis Scenario
Present a realistic plan design challenge—such as evaluating cash balance plan provisions, assessing 401(k) safe harbor options, or analyzing health plan design trade-offs—to gauge analytical thinking and benefits consulting aptitude.

Software and Technical Skills
Capture experience with benefits administration platforms (such as ADP, Workday, SuccessFactors), actuarial software (like AXIS, ProVal, or MG-ALFA), Microsoft Excel proficiency, and database or programming skills that support consulting work.

Professional Interest and Career Goals
Understand what areas of benefits consulting interest candidates most—whether retirement plan consulting, health and welfare benefits, compliance and regulatory work, or M&A due diligence—so you can match interns to relevant projects.

How Paperform Enhances Your Internship Recruiting

Unlike basic application forms that collect résumés and cover letters, this Paperform template creates a structured, consistent evaluation framework that helps you compare candidates on the technical and professional dimensions that matter most in benefits consulting.

Conditional Logic for Tailored Questions
Use Paperform's conditional logic to show additional questions based on candidates' responses. For example, if a candidate indicates they've passed actuarial exams, follow up with questions about which exams and their study methods. If they have benefits software experience, ask about specific platforms and project types.

Seamless CRM and ATS Integration with Stepper
Connect your application form to your applicant tracking system, HR software, or CRM using Stepper (stepper.io), Paperform's AI-native workflow automation platform. Automatically route high-priority candidates (such as those who've passed multiple exams or have relevant internship experience) to hiring managers, send personalized follow-up emails, and keep candidate information synchronized across systems—no coding required.

File Uploads for Supporting Documents
Collect résumés, cover letters, transcripts, and exam score reports directly in the form, keeping all candidate materials organized and accessible in one place.

Brand-Aligned Design
Customize fonts, colors, and backgrounds to match your firm's brand identity. Embed the form on your careers page or share it as a standalone link through campus recruiting channels, professional associations like the Society of Actuaries, or internship job boards.

Collaborative Review and Scoring
Export submissions to Google Sheets, Airtable, or your preferred collaboration tool to enable hiring teams to review, score, and discuss candidates collectively. With Stepper, you can even automate scoring rubrics based on exam progress, GPA, and relevant experience.

Optimize Your Benefits Consulting Internship Program

A well-designed internship application doesn't just help you find qualified candidates—it also signals to applicants that your firm values technical rigor, professional development, and a structured approach to consulting work. By asking thoughtful, role-specific questions, you attract candidates who are serious about a career in benefits consulting and actuarial science.

This template can be customized to reflect your firm's specific focus areas, whether you specialize in defined benefit plans, defined contribution consulting, health and welfare benefits, executive compensation, or multiemployer plan administration. Adjust the plan design scenarios, software questions, and regulatory topics to align with your practice areas and the projects interns will support.

Trusted by Benefits Consulting Firms and HR Practices

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II and GDPR compliant, ensuring that sensitive candidate information is handled securely. With 30,000+ designer form templates and powerful integrations, Paperform is the ideal platform for professional services firms that need polished, functional forms without requiring developer resources.

Whether you're recruiting for summer internships, co-op programs, or year-round part-time positions, this Employee Benefits Consulting Internship Application template helps you identify candidates with the technical foundation, analytical mindset, and professional commitment to succeed in the complex, rewarding field of employee benefits consulting.

Get started today and build a pipeline of talented future benefits consultants who can support your clients' retirement security, health and welfare strategies, and compliance needs.