Remote Cash Balance Actuary EA-Pension - 9197
Rapidly growing Cash Balance Actuarial Consulting firm is seeking an Enrolled Actuary (EA) to add to their growing team. This person can be fully remote, or work in their Chicago, Dallas, or Jacksonville office.. They handle mostly small to mid-sized Cash Balance client engagements.
Review and ensure timely delivery of individual benefit calculations
Complete and/or review valuation reports and related required reporting
Complete and review special projects, such as plan design, plan terminations, lump sum windows, multi-year projections, client conversions, and government forms
Primary and/or secondary contact for the client
Consult with clients regarding benefit administration, pension regulations, and general retirement consulting topics
Review analyst work; act as final technical review for client projects.
Train and mentor actuarial analysts on technical work and client interaction
Assist leadership with internal development as needed
Analyze and improve internal processes and procedures to increase accuracy, consistency, and efficiency
Stay up to date on marketplace, regulations and trends related to all types of Defined Benefit pension plans
Cash Balance Experience DB and DB/DC Combo Plans
Ability to run your own book of assigned clients
Fully independent in performing Non-discrimination Testing
Familiarity with IRS tax matters as they apply to Cash Balance plans.
Knowledge of complicated designs is preferred
Good communication skills
Must be comfortable with EXCEL-based tools