Enrolled Actuary, Cash Balance Actuaries
Job Description:
• Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations.
• Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
• Review PBGC filings and notices.
• Certify contribution and asset amounts for AFTAP.
• Prepare and review annual FASB reports.
• Prepare and review distribution packages and annual participant statements.
• Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.).
• Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.
• Prepare, review, and consult regarding plan termination filings with IRS and PBGC.
• Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.
• Lead and/or participate in retirement plan consulting projects.
• Direct client contact and new business development is at your discretion and will be rewarded, but not required.
• Ability to work in energized, fast-paced environment.
• Other duties as assigned.
Requirements:
• At least 5 years of relevant small plan actuarial experience.
• Knowledge of business entities as they relate to plan compensation and plan design.
• Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Thorough knowledge of Cash Balance Plans.
• Ability to understand client business issues how they affect the retirement plan.
• Organized individual able to set priorities, meet deadlines, and be detail-oriented.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills internally and externally.
• Ability to work well under pressure with multiple priorities and deadlines.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
Benefits:
• Flexible Workplace – Hybrid and remote options available for many roles.
• 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, & more.
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• Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations.
• Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
• Review PBGC filings and notices.
• Certify contribution and asset amounts for AFTAP.
• Prepare and review annual FASB reports.
• Prepare and review distribution packages and annual participant statements.
• Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.).
• Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.
• Prepare, review, and consult regarding plan termination filings with IRS and PBGC.
• Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.
• Lead and/or participate in retirement plan consulting projects.
• Direct client contact and new business development is at your discretion and will be rewarded, but not required.
• Ability to work in energized, fast-paced environment.
• Other duties as assigned.
Requirements:
• At least 5 years of relevant small plan actuarial experience.
• Knowledge of business entities as they relate to plan compensation and plan design.
• Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Thorough knowledge of Cash Balance Plans.
• Ability to understand client business issues how they affect the retirement plan.
• Organized individual able to set priorities, meet deadlines, and be detail-oriented.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills internally and externally.
• Ability to work well under pressure with multiple priorities and deadlines.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
Benefits:
• Flexible Workplace – Hybrid and remote options available for many roles.
• 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, & more.
Apply tot his job
Apply To this Job