Enrolled Actuary – Pension – REMOTE – 10110

Enrolled Actuary - Pension - REMOTE - 10110

Published: May 15, 2024
Remote, Any
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Matt Doman
Recruiter Phone Number


Client looking for an Enrolled Actuary to perform actuarial work, discrimination testing, plan design and manage a book of business of DB and Cash Balance plans. The role is a technical and client service position. This individual is responsible for providing high quality actuarial services, proactive consulting and relationship management for clients and advisors. This role also acts as a resource for plan design and assists with new plan sales. This individual also acts as a mentor and resource for others in the firm and assists with improving processes.
Duties to include:
Performs and reviews actuarial valuations, determines annual funding ranges, and performs and reviews non-discrimination testing for defined benefit, cash balance and combo plan arrangements.
Develops a relationship with clients and advisors and demonstrates a capacity to earn their respect and trust, providing opportunities to sell existing clients new services and attract new business to the Firm
Prepares plan design illustrations to assist with new business development.
Provides accurate, consistent, and concise information to clients in a professional manner.
Advises clients, advisors and team members on retirement plan designs.
Interprets retirement plan documents.
Provides technical support for colleagues as needed.
Maintains detailed knowledge of ERISA, IRS Code and related regulations.
Performs special projects as needed.
Ideal candidate will have at least 5+ years of experience as a pension actuary.
EA Designation required
Extensive knowledge of ERISA and Internal Revenue Code and Regulations.

To apply please email: Matt Doman | 630-519-5052
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