Cash Balance Plan Administrator, (CBA)
RemotePension DBReserving & ValuationRegulatory ReportingProduct Development & Plan Design
Role Summary
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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
