Small Retirement practice on the West Coast looking for at least an EA who has interest in working in the small plan space. This opportunity also offers ownership/equity possibilities as well. Position allows full autonomy to handle day-to-day client responsibilities and will provide the opportunity to grow in responsibilities within all aspects of the business. Clients are in the small plan DC and DB/DC combo space. Very interesting clientele.
Duties:
· Learn client relationships
· Serve as Senior Actuary for select clients
· Finalize plans for submission
· Adhere to all government rules and regulations for retirement plans
· Implement new plan designs
· Provide deep level of technical expertise for client relationships
· Serve as senior strategist and subject matter expert and ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans
Qualifications:
· Bachelor’s in Actuarial Science, Mathematics, Finance
· 5 - 20 years of actuarial experience and success in the design and management of small retirement plans
Having small plan experience a plus, but not required. Willing to consider large plan actuary who wants to learn and work in small plan space.
· Excellent communication, presentation skills
· EA required, FSA preferred