Enrolled Actuary
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Job Description
Enrolled Actuary performing compliance testing and reporting, guiding clients on retirement plans. Joining a tech-enabled firm focused on small to mid-sized business retirement solutions.
Responsibilities:
- Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients.
- Prepare and facilitate PBGC filings for covered Defined Benefit Plans.
- Maintain industry knowledge and share information with client and team members.
- Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements.
- Read and interpret legal plan documents and amendments.
- Discuss plan design changes and options with clients.
- Review 401(k) valuations/trust accounting/government reporting done on an accrual basis.
- Perform and understand non-discrimination testing.
- Provide actuarial and administration support to clients.
- Perform benefit calculations, valuations, AFTAP and schedule B.
- Other duties as assigned.
Requirements:
- 3-5+ years of retirement plan experience, (specifically small defined benefit plan experience preferred).
- Enrolled Actuary designation to sign documents required.
- Excellent knowledge of non-discrimination testing.
- Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements.
- Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.
- Proficiency in MS Office, including Word, Excel, & Outlook.
- Experience with Relius, FT William, or similar administration system.
Benefits:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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