Job Description
Enrolled Actuary-Remote
Position Title: Enrolled Actuary
*Remote (Candidates within 30 miles of a company office may follow a hybrid schedule)
Position Overview:
Our client, a nationally recognized retirement services organization, is seeking an experienced Enrolled Actuary to support small-market defined benefit and cash balance plans. This role combines hands-on valuation and administration work with technical review and sign-off responsibilities.
The selected candidate will manage a portfolio of approximately 40 plans while serving as a subject matter expert in Defined Benefit, Cash Balance, and DB/DC combination plan design and compliance. This position requires strong technical expertise, reviewing and certification experience, and the ability to consult directly with clients and internal teams.
Key Responsibilities:
- Prepare, review, and certify actuarial valuations and related reports.
- Review and sign off on work prepared by other team members.
- Manage administration and compliance for a portfolio of small-market defined benefit plans.
- Prepare and review benefit statements, plan documents, amendments, and employee communications.
- Review Form 5500 filings and PBGC premium forms.
- Prepare IRS determination filings and PBGC termination submissions (Form 500 series).
- Perform and review combined plan non-discrimination testing.
- Support ASC 715 and ASC 960 reporting requirements.
- Research Internal Revenue Code provisions and resolve technical client issues.
- Provide technical guidance and training to staff.
- Serve as subject matter expert for Defined Benefit, Cash Balance, and combo plan design.
- Maintain strict confidentiality and data security standards.
- Provide cross-team support as needed.
Qualifications & Experience:
- Bachelor’s degree in Actuarial Science, Mathematics, or related field.
- Enrolled Actuary designation required.
- Minimum 5 years of industry experience in pension/retirement plan actuarial services.
- Experience working in a TPA or retirement plan consulting environment.
- Strong experience with Defined Benefit and Cash Balance plan design.
- Experience with combined DB/DC testing and compliance review.
- Reviewing and sign-off experience required.
- Relationship management experience preferred.
- Experience with ProAdmin system preferred.
Required Skills:
- Advanced knowledge of pension law and IRS regulations.
- Strong understanding of actuarial valuations and related reporting.
- Proficiency with industry pension valuation software.
- Strong Excel and Microsoft Office skills.
- Excellent analytical and technical research skills.
- Ability to explain complex technical concepts clearly.
- High attention to detail and accuracy.
- Strong time management and organizational skills.
- Team-oriented mindset with client-facing professionalism.
Benefits:
- Competitive base salary.
- Comprehensive medical, dental, and vision coverage.
- Retirement savings programs.
- Paid time off.
- Professional development support.
- Remote work flexibility (with hybrid option near office locations).
- Stable and growth-oriented work environment.
Location