Enrolled Actuary

This is a fully remote position, open to applicants in United States.

📋 Description

• Review and approve government filings, such as Form 5500 with Schedule SBs, PBGC premiums, and 8955-SSA.

• Assess annual regulatory compliance testing for intricate plans.

• Evaluate and communicate the results of the actuarial valuation process.

• Maintain turnaround times to satisfy client needs and departmental timing standards.

• Review and distribute participant annual funding notices and actuarial AFTAP certifications.

• Assess and provide benefit calculations and projected benefit estimates, including QDROs, RMDs, and in-service distribution benefits.

• Utilize various software applications proficiently to accomplish client assignments.

• Act as a technical resource for Actuarial Analysts.

• Advise on significant plan sponsor decisions, including plan updates, terminations, and funding requirements.

• Create proposal illustrations for new plans or suggested plan modifications.

• Prepare and file plan termination documents such as PBGC 500 and 501 or IRS Form 5310.

• Address audit inquiries.

• Cultivate strong client relationships.

• Mentor team members and provide training when necessary.

• Review the work produced by plan consultants.

• Consult internally and externally on sophisticated actuarial matters.

• Support projects from sales projections through to plan termination filings and calculations.

• Management of actuarial analysts/consultants is not required.

⛳️ Requirements

• Enrolled Actuary certification (or nearing enrollment).

• Over 5 years of experience in defined benefit plan administration.

• Strong commitment to client service.

• In-depth technical knowledge of ERISA requirements.

• Preferred: Experience with FT Williams valuation software.

• Preferred: More than 1 year of experience in small plan sales projections.

• Ability to work effectively in an uninterrupted virtual workspace.

• Family care arrangements during business hours.

• Internet connection speed of 50 MBps or higher for personal use.

🏝️ Benefits

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Short-term disability insurance.

• Long-term disability insurance.

• Paid time off.

• Fully remote work arrangement.

• Expectation of an uninterrupted virtual workspace.

• Family care during business hours.

• Internet speed requirement of 50 MBps or higher for individual use.

• Reasonable accommodations for individuals with disabilities.