Actuary

About This Role

This role is for an experienced Enrolled Actuary to join a team and support the annual administration of Single Employer Small Plan Pension (Defined Benefit) plans. The position involves reviewing and performing funding valuations, ensuring regulatory compliance, and providing technical oversight for various actuarial tasks.

Responsibilities

• 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
• 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
• Review valuation outputs, benefit calculations, and compliance testing prepared by staff
• Provide guidance and maintain accuracy and consistency across all deliverables
• Oversee and review participant benefit calculations and RMDs in accordance with plan provisions and IRS requirements
• Review and validate 410(b), 401(a)(26), and 401(a)(4) testing results and methodologies
• Assist with new plan proposals, review plan documents, and advise on plan design, funding strategies, and compliance considerations
• 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

Nice to have:

• 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

Important Details

• Work format: fully remote