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Role Summary

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HIGHLIGHTS

Remote retirement actuarial consultant role focused on defined benefit and cash balance plan administration. You will perform actuarial valuations, prepare valuation reports and regulatory filings, and act as the primary client contact for a dedicated book of plans. Requires client-facing consulting experience and strong Excel skills. Position is based in Wakefield, MA (remote).

JOB DESCRIPTION SUMMARY

  • Serve as primary contact for a book of defined benefit and cash balance plans
  • Perform annual actuarial valuations and prepare valuation reports
  • Execute regulatory compliance: AFTAP, Schedule SB, PBGC and Form 5500 support
  • Client-facing consulting role with remote work arrangement
  • Requires 3+ years of DB plan actuarial/consulting experience

DOMAIN EXPERTISE

  • Defined benefit plan valuation and administration
  • Combined defined benefit/defined contribution nondiscrimination testing
  • Cash balance and defined benefit plan design familiarity
  • Preparation of AFTAP, Schedule SB and PBGC filings
  • Form 5500 and annual funding notice preparation

KEY REQUIREMENTS

  • 3+ years actuarial and consulting experience in defined benefit plan valuation
  • Experience with combined DB/DC nondiscrimination testing
  • Intermediate to advanced Microsoft Excel skills
  • Familiarity with defined benefit and cash balance plan designs
  • Ability to manage client relationships and communicate plan results

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Remote retirement actuarial consultant role focused on defined benefit and cash balance plan administration. You will perform actuarial valuations, prepare valuation reports and regulatory filings, and act as the primary client contact for a dedicated book of plans. Requires client-facing consulting experience and strong Excel skills. Position is based in Wakefield, MA (remote).

JOB DESCRIPTION SUMMARY

  • Serve as primary contact for a book of defined benefit and cash balance plans
  • Perform annual actuarial valuations and prepare valuation reports
  • Execute regulatory compliance: AFTAP, Schedule SB, PBGC and Form 5500 support
  • Client-facing consulting role with remote work arrangement
  • Requires 3+ years of DB plan actuarial/consulting experience

DOMAIN EXPERTISE

  • Defined benefit plan valuation and administration
  • Combined defined benefit/defined contribution nondiscrimination testing
  • Cash balance and defined benefit plan design familiarity
  • Preparation of AFTAP, Schedule SB and PBGC filings
  • Form 5500 and annual funding notice preparation

KEY REQUIREMENTS

  • 3+ years actuarial and consulting experience in defined benefit plan valuation
  • Experience with combined DB/DC nondiscrimination testing
  • Intermediate to advanced Microsoft Excel skills
  • Familiarity with defined benefit and cash balance plan designs
  • Ability to manage client relationships and communicate plan results

TECH STACK

  • Excel

Job Overview

Salary
$60k - $75k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An associate-level retirement actuary with 3+ years of DB plan consulting experience, strong Excel skills, and experience performing valuations, nondiscrimination testing, and client-facing communication.

Benefits

Remote FirstGenerous VacationPaid HolidaysVolunteering ProgramSummer HoursHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanPaid Parental Leave
Fresh Role
Premium Window
1d
1 days ago

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
$60k - $75k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An associate-level retirement actuary with 3+ years of DB plan consulting experience, strong Excel skills, and experience performing valuations, nondiscrimination testing, and client-facing communication.

Benefits

Remote FirstGenerous VacationPaid HolidaysVolunteering ProgramSummer HoursHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanPaid Parental Leave
Fresh Role
Premium Window
1d
1 days ago

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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Retirement/Consultancy/IC Level
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Defined Benefit Plan Consultant / Actuarial Analyst

Sentinel Group•Wakefield, United States•1d ago
RemotePension DBPension DCReserving & ValuationProduct Development & Plan DesignRegulatory Reporting