Defined Benefit Enrolled Actuary

📋 Description

• Complete, review, and certify annual funding valuations for defined benefit, cash balance, and
• Perform and review compliance testing under IRC Sections 401(a)(26), 401(a)(4), 410(b), top-heavy
• Develop complex plan design proposals and cost studies tailored to client objectives and retirement
• Review plan documents and amendments to ensure accuracy and compliance with applicable regulations.
• Prepare and review Schedule SB filings, AFTAP certifications, and Annual Funding Notices.
• Determine Pension Benefit Guaranty Corporation (PBGC) coverage requirements and support annual

🎯 Requirements

• Bachelor's degree in actuarial science, mathematics, or a related quantitative field.
• At least five years of experience in the pension industry.
• Enrolled Actuary designation; candidates preparing for their final qualifying examination may also
• Demonstrated experience completing, reviewing, and certifying annual funding valuations for
• Strong working knowledge of annual pension compliance testing, including IRC Sections 401(a)(26)
• Experience developing complex plan design proposals and cost studies aligned with client objectives.

🎁 Benefits

• Competitive annual salary ranging from $100,000 to $130,000.
• Bonus opportunities, where applicable.
• Support for continuing education and maintenance of the Enrolled Actuary designation.
• Annual performance reviews and eligibility for compensation increases.
• Medical, dental, and vision insurance for eligible full-time employees.
• Health Savings Account (HSA), subject to eligibility.