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Role Summary

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HIGHLIGHTS

Actuarial analyst role focused on small-market Cash Balance / Defined Benefit and 401(k) combo plans. You will prepare ASC valuations, perform IRS coverage/non-discrimination testing, produce plan projections and regulatory filings while working remotely from Erie, PA. The role requires ~3+ years' pension administration experience and direct client interaction with enrolled actuaries.

JOB DESCRIPTION SUMMARY

  • Work on Cash Balance / DB and 401(k) combo plans under 100 participants
  • Prepare ASC valuations, plan projections, and IRS testing (401a4, 410b, 401a26)
  • Prepare Form 5500s, Schedule SB, PBGC premiums and 8955-SSA filings
  • Remote-first role; must be available during local business hours
  • Requires 3+ years administering CB/DB/401(k) combo plans

DOMAIN EXPERTISE

  • Administration of Cash Balance/Defined Benefit/401(k) combo plans
  • CB/401(k) combo plan cross-testing (401a4, 410b, 401a26)
  • ASC valuation system proficiency
  • Preparation of Form 5500s, Schedule SB, PBGC premium and 8955-SSA
  • Plan termination and PBGC calculations

KEY REQUIREMENTS

  • 3+ years of experience with CB/DB/401(k) combo plan administration
  • Proficient in CB/401k combo cross-testing
  • Proficient with ASC valuation system (Relius/FT Williams/Datair experience considered)
  • High school diploma or GED required
  • Ability to manage client relationships and work independently

TECH STACK

  • Excel
  • PowerPoint
  • Other_BI_Tool
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Role Summary

Loading...

HIGHLIGHTS

Actuarial analyst role focused on small-market Cash Balance / Defined Benefit and 401(k) combo plans. You will prepare ASC valuations, perform IRS coverage/non-discrimination testing, produce plan projections and regulatory filings while working remotely from Erie, PA. The role requires ~3+ years' pension administration experience and direct client interaction with enrolled actuaries.

JOB DESCRIPTION SUMMARY

  • Work on Cash Balance / DB and 401(k) combo plans under 100 participants
  • Prepare ASC valuations, plan projections, and IRS testing (401a4, 410b, 401a26)
  • Prepare Form 5500s, Schedule SB, PBGC premiums and 8955-SSA filings
  • Remote-first role; must be available during local business hours
  • Requires 3+ years administering CB/DB/401(k) combo plans

DOMAIN EXPERTISE

  • Administration of Cash Balance/Defined Benefit/401(k) combo plans
  • CB/401(k) combo plan cross-testing (401a4, 410b, 401a26)
  • ASC valuation system proficiency
  • Preparation of Form 5500s, Schedule SB, PBGC premium and 8955-SSA
  • Plan termination and PBGC calculations

KEY REQUIREMENTS

  • 3+ years of experience with CB/DB/401(k) combo plan administration
  • Proficient in CB/401k combo cross-testing
  • Proficient with ASC valuation system (Relius/FT Williams/Datair experience considered)
  • High school diploma or GED required
  • Ability to manage client relationships and work independently

TECH STACK

  • Excel
  • PowerPoint
  • Other_BI_Tool

Job Overview

Salary
Salary not specified
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Associate-level retirement actuary with 3+ years administering Cash Balance/DB and 401(k) combo plans, proficient with ASC or similar valuation systems and comfortable managing client relationships in a remote-first setting.

Benefits

Remote First401(k) PlanHigh 401(k) MatchFlexible HoursPaid Parental LeaveHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityBonus EligibleStudy SupportStudy Program Formal
Shortlist Forming
Closing Soon
32d
32 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Job Overview

Salary
Salary not specified
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Associate-level retirement actuary with 3+ years administering Cash Balance/DB and 401(k) combo plans, proficient with ASC or similar valuation systems and comfortable managing client relationships in a remote-first setting.

Benefits

Remote First401(k) PlanHigh 401(k) MatchFlexible HoursPaid Parental LeaveHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityBonus EligibleStudy SupportStudy Program Formal
Shortlist Forming
Closing Soon
32d
32 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Retirement/Consultancy/IC Level
D

Actuarial Analyst - Combo Plans

DEFINITI LLC•Erie, Pennsylvania, United States•1mo ago
RemotePension DBPension DCRegulatory ReportingReserving & ValuationExperience Studies

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