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Contact Us

Enrolled Actuary

Full Time
|
Remote

Enrolled Actuary

Full Time
|
Remote

Job description

We are seeking a highly organized and strong Enrolled Actuary with small plan market experience to join our growing firm. This individual must have the skill and willingness to work with our staff as we service our clients in all aspects of the ever-changing DB world. Our DB plans include traditional defined benefit formulas, cash balance plans and DB/DC combination arrangements.

Qualifications

  • Bachelor’s degree in actuarial science, math or math-related field
  • Minimum 5 years experience in the pension industry
  • Enrolled Actuary designation (may consider an individual currently studying for their final exam)
  • Strong verbal/written communication, analytical, & critical thinking skills
  • Demonstrated expertise with Microsoft and valuation applications, Datair preferred
  • Proficiency reviewing/certifying/completing annual funding valuations for both owner-only clients & plans with staff of less than 100 lives
  • Strong working knowledge of pension plan testing regulations including the ability to review or perform, as needed, annual 401(a)(26), 401(a)(4), 410(b), top heavy, & 404 deductibility testing
  • Experience running complex plan design proposals/cost studies targeting client objectives
  • Skill in reviewing plan documents & amendments
  • Knowledge of the requirements for PBGC covered plans including coverage determination, annual premium filings & the complexities of the termination process
  • Experience completing/reviewing Schedule SB forms, AFTAPs, Annual Funding Notices
  • Skill performing necessary plan termination calculations & assisting with wind down strategy

Benefits

  • Very competitive compensation and guaranteed bonuses each year
  • Vacation, PTO, and floating days
  • Health insurance and dental coverage
  • 401(k) plan with profit sharing