Enrolled Actuary

Responsibilities

• Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
• Prepare and file PBGC reports for applicable Defined Benefit plans
• Stay current on industry trends and legislative changes impacting retirement plans
• Review and interpret plan documents and amendments
• Advise clients on plan design strategies and contribution structures
• Review 401(k) valuations, trust accounting, and government reporting
• Perform and analyze nondiscrimination testing
• Support actuarial valuations, AFTAP certifications, and Schedule B filings
• Calculate participant benefits and provide ongoing client support
• Collaborate across teams to ensure accurate and timely plan administration

Requirements

• 3-5+ years of retirement plan experience
• Enrolled Actuary (EA) designation required
• Expertise in Defined B...