Job Description:
• Interpret Defined Benefit / Cash Balance Plan actuarial valuation elements and communicate issues to in-house actuaries and clients
• Prepare and facilitate PBGC filings for covered Defined Benefit Plans
• Maintain industry knowledge and share information with clients and team members
• Monitor changing 401(k) and Defined Benefit Plan legislative requirements
• Read and interpret legal plan documents and amendments
• Discuss plan design changes and options with clients
• Review 401(k) valuations, trust accounting, and accrual-basis government reporting
• Perform and understand non-discrimination testing
• Provide actuarial and administration support to clients
• Perform benefit calculations, valuations, AFTAP, and Schedule B
• Perform other duties as assigned
Requirements:
• 3-5+ years of retirement plan experience; small defined benefit plan experience preferred
• Enrolled Actuary designation required to sign documents
• Excellent knowledge of non-discrimination testing
• Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements
• Knowledge of advanced cross-testing concepts and ability to perform testing for cost-effective nondiscrimination solutions
• Proficiency in MS Office, including Word, Excel, and Outlook
• Experience with Relius, FT William, or similar administration system
• Strong project management and leadership skills
• High comfort with technology
• Adaptability, creativity, proactivity, and eagerness to grow
Benefits:
• Flexible workplace with remote options
• Flexible PTO, including flexible and unlimited options
• Health, dental, vision, life, and disability coverage
• Support for ongoing learning and career development
• Incentive bonus programs
• Flexible hours
• Inclusive environment valuing diversity, collaboration, and respect