Actuarial Analyst - Combo Plans
RemotePension DBPension DCReserving & ValuationRegulatory Reporting
Role Summary
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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
