Enrolled Actuary
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Job Description
Enrolled Actuary providing consulting and compliance for defined benefit plans at DWC ERISA Consultants. Responsibilities include reviewing government filings and actuarial valuation processes.
Responsibilities:
- Review and sign government filings (Form 5500 with Schedule SBs, PBGC premiums, 8955-SSA)
- Review annual regulatory compliance testing for complex plans
- Review and communicate results related to the actuarial valuation process
- Maintain turnaround time to meet clients' requirements and the department's timing standards
- Review and deliver the participant annual funding notice and actuarial AFTAP certification
- Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits
- Demonstrate technical proficiency with various software applications to become efficient in completing client assignments
- Serve as a technical resource to Actuarial Analyst
- Demonstrate strong technical knowledge of ERISA requirements
- Consult on major plan sponsor decisions such as plan updates, plan termination, funding requirements, etc.
- Develop proposal illustrations for new plans or proposed plan changes
- Prepare and submit plan termination filings such as the PBGC 500 and 501 or IRS Form 5310.
- Respond to audit questions.
Requirements:
- Enrolled Actuary certification (or nearing enrollment)
- 5+ years of experience in defined benefit plan administration
- Passion for client service
- Preferred: FT Williams valuation software experience
- 1+ year of small plan sales projection experience
Benefits:
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
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