Role Summary

HIGHLIGHTS

Associate-level retirement actuarial analyst focused on Cash Balance/Defined Benefit and 401(k) combo plans. You will prepare ASC annual valuations, perform CB/401(k) cross-testing, and manage filings like Form 5500 while working in a remote-first environment based out of Cary, NC. Client-facing role working with enrolled actuaries and retirement plan consultants.

JOB DESCRIPTION SUMMARY

Prepare annual ASC valuations for Cash Balance and DB/401(k) combo plans
Perform CB/401(k) combo IRS coverage and non-discrimination testing
Handle plan terminations, RMDs, Schedule SB, PBGC and Form 5500 filings
Work remotely with direct client interaction and enrolled actuaries
Use ASC valuation system; experience with FT Williams, Relius, Pension Pro preferred

DOMAIN EXPERTISE

Cash Balance and Defined Benefit plan administration
CB/401(k) combo plan cross-testing (IRS coverage and nondiscrimination)
ASC valuation system experience
Preparation of Form 5500, Schedule SB, and PBGC filings
Plan termination and RMD calculations

KEY REQUIREMENTS

3+ years administration experience with CB/DB/401(k) combo plans
Proficiency with ASC valuation system
Proficient in CB/401(k) combo plan cross-testing
High school diploma or GED required
Strong written/verbal communication and client-facing skills

TECH STACK

No tech stack specified

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Prepare annual ASC valuations for Cash Balance and DB/401(k) combo plans
Perform CB/401(k) combo IRS coverage and non-discrimination testing
Handle plan terminations, RMDs, Schedule SB, PBGC and Form 5500 filings
Work remotely with direct client interaction and enrolled actuaries
Use ASC valuation system; experience with FT Williams, Relius, Pension Pro preferred

DOMAIN EXPERTISE

Cash Balance and Defined Benefit plan administration
CB/401(k) combo plan cross-testing (IRS coverage and nondiscrimination)
ASC valuation system experience
Preparation of Form 5500, Schedule SB, and PBGC filings
Plan termination and RMD calculations

KEY REQUIREMENTS

3+ years administration experience with CB/DB/401(k) combo plans
Proficiency with ASC valuation system
Proficient in CB/401(k) combo plan cross-testing
High school diploma or GED required
Strong written/verbal communication and client-facing skills

TECH STACK

No tech stack specified

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Prepare annual ASC valuations for Cash Balance and DB/401(k) combo plans
Perform CB/401(k) combo IRS coverage and non-discrimination testing
Handle plan terminations, RMDs, Schedule SB, PBGC and Form 5500 filings
Work remotely with direct client interaction and enrolled actuaries
Use ASC valuation system; experience with FT Williams, Relius, Pension Pro preferred