Enrolled Actuary, Cash Balance Actuaries

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

📋 Description

• Conduct and evaluate actuarial valuations for Defined Benefit / Cash Balance plans in compliance with IRS laws and regulations.

• Prepare and assess annual non-discrimination testing for qualified pension plans such as Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.

• Review filings and notifications from the PBGC.

• Certify contribution and asset figures for AFTAP.

• Prepare and assess annual FASB reports.

• Create, review, and distribute government form filings promptly, including IRS & DOL form 5500, Schedule SB, etc.

• Develop preliminary design studies and projections that comply with all non-discrimination requirements.

• Prepare, review, and provide consultation on plan termination filings with the IRS and PBGC.

• Represent clients during audits with the IRS, PBGC, and DOL, including P/T Exemption and VCP Filings.

• Lead and/or engage in retirement plan consulting projects.

• Client interaction and business development are encouraged at your discretion and will be recognized, though not mandatory.

• Capacity to thrive in a dynamic, fast-paced environment.

• Additional duties as assigned.

⛳️ Requirements

• A minimum of 5 years of pertinent actuarial experience with small plans.

• Understanding of business entities in relation to plan compensation and design.

• Strong knowledge of 415 limits, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing.

• Comprehensive understanding of Cash Balance Plans.

• Ability to comprehend client business challenges and their impact on retirement plans.

• Well-organized individual capable of prioritizing, meeting deadlines, and maintaining attention to detail.

• Team-oriented, collaborative, and able to work effectively with others.

• Excellent verbal and written communication abilities for internal and external interactions.

• Competence to perform well under pressure while managing multiple priorities and deadlines.

• Integrity-driven, proactive in addressing client needs, dedicated to continuous service improvement, focused on professional development, and collaborative with the entire team.

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available for numerous roles.

• Flexible PTO – Competitive paid time off, including both flexible and unlimited choices.

• Inclusive Environment – A culture that appreciates diversity, collaboration, and respect.

• Growth Opportunities – Support for continuous learning and career advancement.

• Comprehensive Benefits – Coverage for health, dental, vision, life, and disability.

• Workplace Perks – Incentive bonus programs, flexible working hours, and more.