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, including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.

• Review filings and notifications for PBGC.

• Certify contribution and asset amounts for AFTAP.

• Prepare and evaluate annual FASB reports.

• Create and review distribution packages along with annual participant statements.

• Prepare, examine, and ensure timely submission of government form filings (e.g., IRS & DOL form 5500, Schedule SB, etc.).

• Develop preliminary design studies and projections that comply with all nondiscrimination requirements.

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

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

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

• Direct client interaction and new business development are encouraged at your discretion and will be rewarded, though not mandatory.

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

• Additional responsibilities as assigned.

⛳️ Requirements

• Minimum of 5 years of relevant experience in small plan actuarial work.

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

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

• Comprehensive understanding of Cash Balance Plans.

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

• Organized individual capable of prioritizing tasks, meeting deadlines, and attending to details.

• Collaborative team player, able to work effectively with others.

• Exceptional verbal and written communication skills, both internally and externally.

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

• Demonstrated integrity, proactive approach to client needs, commitment to continuous service improvement, and focus on professional development while collaborating with the entire team.

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available for many positions.

• Flexible 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, and more.