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Role Summary

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HIGHLIGHTS

Senior retirement actuary role at a national retirement provider. You will design and communicate technical aspects of Cash Balance, Defined Benefit, and Defined Contribution plans, manage a client book, and ensure ERISA compliance. This role involves client-facing sales support, plan valuations, and regulatory filings. Based in National City, CA.

JOB DESCRIPTION SUMMARY

  • Design cash balance and defined benefit plans
  • Manage a book of retirement plan clients
  • Perform ERISA compliance testing and filings
  • Support sales team with new business proposals
  • Onsite role in National City, CA

DOMAIN EXPERTISE

  • Cash balance plan design and administration
  • ERISA compliance testing (IRC 415, 410, 401(a)(4))
  • Defined benefit and defined contribution plan valuations
  • Plan document amendments and compliance

KEY REQUIREMENTS

  • Enrolled Actuary (Joint Board) in Active Status
  • 10+ years in complex DC/DB plan administration
  • Expert in ERISA compliance testing (IRC 415, 410, etc.)
  • Bachelor's degree or equivalent experience
  • Advanced Excel skills

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuary role at a national retirement provider. You will design and communicate technical aspects of Cash Balance, Defined Benefit, and Defined Contribution plans, manage a client book, and ensure ERISA compliance. This role involves client-facing sales support, plan valuations, and regulatory filings. Based in National City, CA.

JOB DESCRIPTION SUMMARY

  • Design cash balance and defined benefit plans
  • Manage a book of retirement plan clients
  • Perform ERISA compliance testing and filings
  • Support sales team with new business proposals
  • Onsite role in National City, CA

DOMAIN EXPERTISE

  • Cash balance plan design and administration
  • ERISA compliance testing (IRC 415, 410, 401(a)(4))
  • Defined benefit and defined contribution plan valuations
  • Plan document amendments and compliance

KEY REQUIREMENTS

  • Enrolled Actuary (Joint Board) in Active Status
  • 10+ years in complex DC/DB plan administration
  • Expert in ERISA compliance testing (IRC 415, 410, etc.)
  • Bachelor's degree or equivalent experience
  • Advanced Excel skills

TECH STACK

  • Excel

Job Overview

Salary
$120k - $160k
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an enrolled actuary with 10+ years of experience in defined benefit and cash balance plan design and administration, skilled in ERISA compliance testing, and comfortable with client-facing sales support.

Other

Benefits

Bonus EligibleAnnual BonusHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanGenerous VacationPaid Parental Leave
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
$120k - $160k
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an enrolled actuary with 10+ years of experience in defined benefit and cash balance plan design and administration, skilled in ERISA compliance testing, and comfortable with client-facing sales support.

Other

Benefits

Bonus EligibleAnnual BonusHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanGenerous VacationPaid Parental Leave
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."

Actuary - Cash Balance Plans/Retirement Plans

Alerus

Retirement/Pension Scheme
Alerus

Actuary - Cash Balance Plans/Retirement Plans

Alerus
National City, California, United States•2h ago
OnsitePension DBPension DC

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