Actuary

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

ACTUARY

Classification: Exempt

Job Summary: We’re seeking an experienced Enrolled Actuary to join our team and support the annual administration of Single Employer Small Plan Pension (Defined Benefit) plans. This is a fully remote position.

Responsibilities:

• Actuarial Valuations & Certifications - Review and perform funding valuations for single employer defined benefit & cash balance plans. Review and approve actuarial assumptions, methods, and results. Sign actuarial certifications and reports.
• Regulatory Filings & Compliance - Review and sign Form 5500 Schedule SBs, Comprehensive PBGC premium filings, actuarial valuation reports, and AFTAPs. Maintain compliance with IRS funding regulations and applicable pension laws.
• Technical Review - Review valuation outputs, benefit calculations, and compliance testing prepared by staff. Provide guidance and maintain accuracy and consistency across all deliverables.
• Benefit Calculations - Oversee and review participant benefit calculations and RMDs in accordance with plan provisions and IRS requirements.
• Non-Discrimination Testing – Review and validate 410(b), 401(a)(26), and 401(a)(4) testing results and methodologies.
• Plan Design & New Business Support – Assist with new plan proposals, review plan documents, and advise on plan design, funding strategies, and compliance considerations.
• Plan Amendments & Special Projects – Review and approve plan amendments, cost and funding projections, and plan termination work, including PBGC plan terminations.

Requirements:

• Enrolled Actuary (EA) Designation
• College degree required.
• Five or more years of pension experience.
• Proficient in Microsoft Office, with strong Excel and Word skills.
• Strong attention to detail.
• Excellent communication and time management skills.

Preferred Qualifications:

• Experience with Datair software.
• Experience with ftwilliam.com, 5500s, and PBGC Filings.
• Experience working with life insurance policies held inside pension plans.
• 412(e) plan experience.