Enrolled Actuary
Position Summary
This role focuses on supporting the small‑plan retirement market. The candidate will review client deliverables for accuracy and regulatory compliance while managing a personal caseload of small‑market defined benefit plans. Responsibilities include completing valuation, administration, and compliance tasks, as well as reviewing and signing a high volume of work prepared by other team members. The position requires upholding established service standards and organizational expectations. The individual will serve as a subject‑matter expert in small‑market Defined Benefit, Cash Balance, and combination DB/DC plans.
Essential Duties and Responsibilities
Review, prepare, and/or certify client projects to ensure accurate deliverables, including:
- Actuarial valuations and reports
- Benefit statements
- Plan documents, amendments, and employee communications (e.g., SPDs)
- Work performed by other operational teams (e.g., benefit calculations, Form 5500s, PBGC premium filings)
- IRS determination filings and PBGC plan‑termination submissions
- ASC 715/960 work
- Combined plan non‑discrimination testing
Additional responsibilities include:
- Respond to technical questions from internal staff
- Research relevant Internal Revenue Code provisions and related technical resources to resolve client issues
- Provide technical training to colleagues
- Provide backup support to other teams as needed
- Maintain the security and confidentiality of all sensitive data in alignment with organizational standards
- Demonstrate the organization's core values and client‑focused service philosophy in daily interactions
- Complete additional tasks and projects as assigned
Supervision:
N/A
Experience, Skills, and Knowledge Requirements
- Bachelor's degree in actuarial science, mathematics, or a related discipline
- Enrolled Actuary (EA) designation with at least 5 years of relevant industry experience
- Advanced understanding of:
- Pension law
- Plan documents and IRS determination processes
- Actuarial valuation concepts and software tools
- Strong technical and analytical skills
- Ability to research and interpret complex technical issues
- Ability to clearly explain technical concepts to colleagues at all levels
- Effective verbal and written communication skills
- Proficiency with Microsoft Office, particularly Excel
- Expertise in widely used pension valuation software
- High attention to detail and accuracy
- Strong time‑management capabilities
- Collaborative, team‑oriented mindset
FAQs
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