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Role Summary

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HIGHLIGHTS

Remote retirement actuarial role focused on Cash Balance and Defined Benefit plan administration. You will prepare actuarial valuations, nondiscrimination testing, PBGC and FASB filings, and consult with clients. Associate-level role (2+ years) supporting small to mid-sized plans, fully remote within the United States.

JOB DESCRIPTION SUMMARY

  • Prepare actuarial valuations for Cash Balance and Defined Benefit plans
  • Perform nondiscrimination testing and complete PBGC/Form 5500 filings
  • Prepare FASB reports and participant distribution packages
  • Fully remote role with flexible scheduling and client consulting
  • Ideal for candidates with 2+ years small-plan actuarial administration

DOMAIN EXPERTISE

  • Small plan actuarial services
  • Cash Balance and Defined Benefit plan administration
  • Nondiscrimination testing for qualified plans
  • PBGC filings and Form 5500/Schedule SB
  • FASB report preparation for retirement plans

KEY REQUIREMENTS

  • 2+ years of experience with small plan actuarial services
  • Strong knowledge of Cash Balance and Defined Benefit plans
  • Experience with nondiscrimination testing and Form 5500/Schedule SB
  • Advanced Microsoft Excel skills
  • Comfortable working independently in a remote, fast-paced setting

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Remote retirement actuarial role focused on Cash Balance and Defined Benefit plan administration. You will prepare actuarial valuations, nondiscrimination testing, PBGC and FASB filings, and consult with clients. Associate-level role (2+ years) supporting small to mid-sized plans, fully remote within the United States.

JOB DESCRIPTION SUMMARY

  • Prepare actuarial valuations for Cash Balance and Defined Benefit plans
  • Perform nondiscrimination testing and complete PBGC/Form 5500 filings
  • Prepare FASB reports and participant distribution packages
  • Fully remote role with flexible scheduling and client consulting
  • Ideal for candidates with 2+ years small-plan actuarial administration

DOMAIN EXPERTISE

  • Small plan actuarial services
  • Cash Balance and Defined Benefit plan administration
  • Nondiscrimination testing for qualified plans
  • PBGC filings and Form 5500/Schedule SB
  • FASB report preparation for retirement plans

KEY REQUIREMENTS

  • 2+ years of experience with small plan actuarial services
  • Strong knowledge of Cash Balance and Defined Benefit plans
  • Experience with nondiscrimination testing and Form 5500/Schedule SB
  • Advanced Microsoft Excel skills
  • Comfortable working independently in a remote, fast-paced setting

TECH STACK

  • Excel

Job Overview

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

Ideal Candidate Profile

An Associate-level retirement actuary with 2+ years in cash balance/defined benefit plan administration, strong Excel skills, and experience consulting with clients on valuations and compliance.

Benefits

Remote FirstFlexible HoursUnlimited VacationHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityBonus EligibleTraining Budget
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
Salary not specified
Years of Experience
2+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An Associate-level retirement actuary with 2+ years in cash balance/defined benefit plan administration, strong Excel skills, and experience consulting with clients on valuations and compliance.

Benefits

Remote FirstFlexible HoursUnlimited VacationHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityBonus EligibleTraining Budget
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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