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Role Summary

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HIGHLIGHTS

This is a leadership role for an Enrolled Actuary (EA) to lead a team of accredited specialists at CalcAir, a retirement plan software company. You will provide expert guidance on combo plans (DB/DC), support customer inquiries, collaborate with developers on software features, and interpret regulatory changes. The ideal candidate has 5+ years in retirement plan administration, especially combo plans, and an EA designation.

JOB DESCRIPTION SUMMARY

  • Lead and manage a team of actuarial and support professionals
  • Provide expert guidance on combo plan (DB/DC) design and compliance
  • Troubleshoot plan-specific customer issues and translate regulatory changes
  • Collaborate with developers on software features and test new functionality
  • Create training materials and support client education initiatives

DOMAIN EXPERTISE

  • Retirement plan administration with combo plans (DB/DC)
  • Defined contribution administration
  • ERISA and regulatory compliance
  • Client support in retirement plans
  • Retirement plan software feature development

KEY REQUIREMENTS

  • Enrolled Actuary (EA) designation required
  • 5+ years in retirement plan administration, focusing on combo plans
  • Strong knowledge of ERISA, IRS, and DOL regulations
  • Experience leading or mentoring a professional support team
  • Ability to communicate complex actuarial concepts to non-actuarial audiences

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

This is a leadership role for an Enrolled Actuary (EA) to lead a team of accredited specialists at CalcAir, a retirement plan software company. You will provide expert guidance on combo plans (DB/DC), support customer inquiries, collaborate with developers on software features, and interpret regulatory changes. The ideal candidate has 5+ years in retirement plan administration, especially combo plans, and an EA designation.

JOB DESCRIPTION SUMMARY

  • Lead and manage a team of actuarial and support professionals
  • Provide expert guidance on combo plan (DB/DC) design and compliance
  • Troubleshoot plan-specific customer issues and translate regulatory changes
  • Collaborate with developers on software features and test new functionality
  • Create training materials and support client education initiatives

DOMAIN EXPERTISE

  • Retirement plan administration with combo plans (DB/DC)
  • Defined contribution administration
  • ERISA and regulatory compliance
  • Client support in retirement plans
  • Retirement plan software feature development

KEY REQUIREMENTS

  • Enrolled Actuary (EA) designation required
  • 5+ years in retirement plan administration, focusing on combo plans
  • Strong knowledge of ERISA, IRS, and DOL regulations
  • Experience leading or mentoring a professional support team
  • Ability to communicate complex actuarial concepts to non-actuarial audiences

TECH STACK

  • Excel

Job Overview

Salary
$144k - $176k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary (EA) with 5+ years of retirement plan administration experience, especially combo plans, who enjoys leading a team, solving client issues, and collaborating with software developers to improve retirement plan tools.

Other

Benefits

Bonus Eligible401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityGenerous VacationPaid Sick LeaveEquity/Stock Options
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
$144k - $176k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary (EA) with 5+ years of retirement plan administration experience, especially combo plans, who enjoys leading a team, solving client issues, and collaborating with software developers to improve retirement plan tools.

Other

Benefits

Bonus Eligible401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityGenerous VacationPaid Sick LeaveEquity/Stock Options
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

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