Enrolled Actuary – Pension – Remote-9282

Enrolled Actuary - Pension - Remote-9282

Published: November 24, 2021
Remote, Any
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Spencer Sandquist
Recruiter Phone Number


The purpose of this position is manage a caseload of defined benefit plans including qualified, non-qualified and post retirement welfare plans. The Enrolled Actuary will supervise a small group of professionals and work on various projects as assigned.

Running both traditional and cash balance defined benefit plan designs projections, based on client needs and employee demographics,
Preparing actuarial valuations, including minimum recommended and maximum funding requirements,
Performing annual IRS non-discrimination testing, including cross-testing with defined contribution plans,
Review and approve actuarial valuation of defined benefit and cash balance plans,
Review and sign IRS Form 5500 Schedule SB actuarial report for all such plans,
Sign IRS Form 5330 (if any),
Approve initial design and annually review design of defined benefit plans, including suggesting amendments to plans as needed,
Review Financial Accounting Standards Board (FASB) reports for plans requiring such reports,
Certify annual Pension Benefit Guaranty Corporation (PBGC) premium payment and plan termination findings,
Review and approve distributions from defined benefit plans,
Represent plans in IRS audits,
Research issues regarding pension law and maintain current knowledge of changes in such law,
Reviewing plan documents,
Preparing all required IRS and PBGC filings, including those needed at plan termination,
Reviewing employee data to ensure accurate information received within prescribed guidelines,
Reviewing employee census to determine plan eligibility requirements and benefit accruals,
Calculating benefits and providing forms for participant benefit distributions, including lump sums,
Reviewing plan assets and trust reconciliations,
Communicating and following up on specific client instructions to ensure plan compliance,
Comprehensive understanding of control groups, affiliate service groups,
Must be comfortable in a public speaking environment and demonstrate ability to convey complex information in a simple and organized format to a wide variety of audiences,
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy,
Sets priorities and manages workflow to ensure efficient, timely and accurate production of tools and materials,
Maintain a cordial and effective relationship with internal clients, external clients and team members,
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company,
Other duties as assigned within the scope of responsibilities and requirements of the job,
Low travel, if any, due to COVID-19, non-essential travel has been suspended until further notice.

Required Qualifications:
A Bachelor’s degree in mathematics, business, finance, accounting, economics or related field,
Completion of actuarial exams,
At least 10 years of experience in the industry, specifically with defined benefit and cash balance plans, including non-discrimination testing,
The ability to supervise a team of professionals and while managing many clients and deadlines,
The ability to communicate effectively with clients, participants and consultants,
Experience with defined contribution plans is preferred,
Experience with Excel, ASC and FT Williams software is preferred,
Ability to negotiate, research, and communicate verbally and in writing effectively.

To apply please email: Spencer Sandquist | 331-307-7399
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