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Role Summary

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HIGHLIGHTS

Enrolled Actuary role supporting FuturePlan/Ascensus in Austin, TX focused on defined benefit, cash balance and DB/DC combo plan valuation and compliance. You will review and certify actuarial valuations, pension plan documents, IRS/PBGC filings, and ASC 715/960 work. The role requires an Enrolled Actuary designation and ~5 years' industry experience and involves technical research, staff training, and quality control of client deliverables.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and pension plan deliverables
  • Support compliance: IRS determination, PBGC filings, Form 5500, ASC 715/960
  • Serve as technical resource and provide training to staff
  • Work with pension valuation software and advanced Excel
  • Position tied to FuturePlan actuarial team in Austin, TX

DOMAIN EXPERTISE

  • defined benefit pension valuation
  • cash balance plan expertise
  • ERISA and pension law/IRS determination experience
  • ASC 715/960 accounting for pensions
  • PBGC premium and Form 5500 experience

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor’s degree in actuarial science, math, or related field
  • Advanced knowledge of pension law, plan documents, and IRS filings
  • Proven expertise with pension valuation software and Excel
  • Strong technical research and communication skills

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Enrolled Actuary role supporting FuturePlan/Ascensus in Austin, TX focused on defined benefit, cash balance and DB/DC combo plan valuation and compliance. You will review and certify actuarial valuations, pension plan documents, IRS/PBGC filings, and ASC 715/960 work. The role requires an Enrolled Actuary designation and ~5 years' industry experience and involves technical research, staff training, and quality control of client deliverables.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and pension plan deliverables
  • Support compliance: IRS determination, PBGC filings, Form 5500, ASC 715/960
  • Serve as technical resource and provide training to staff
  • Work with pension valuation software and advanced Excel
  • Position tied to FuturePlan actuarial team in Austin, TX

DOMAIN EXPERTISE

  • defined benefit pension valuation
  • cash balance plan expertise
  • ERISA and pension law/IRS determination experience
  • ASC 715/960 accounting for pensions
  • PBGC premium and Form 5500 experience

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor’s degree in actuarial science, math, or related field
  • Advanced knowledge of pension law, plan documents, and IRS filings
  • Proven expertise with pension valuation software and Excel
  • Strong technical research and communication skills

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

Ideal candidate is a senior enrolled actuary with 5+ years of retirement plan valuation experience (DB and Cash Balance), strong pension law knowledge, and deep Excel and pension valuation software skills.

Other

Benefits

Shortlist Forming
Closing Soon
60d
60 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Job Overview

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

Ideal Candidate Profile

Ideal candidate is a senior enrolled actuary with 5+ years of retirement plan valuation experience (DB and Cash Balance), strong pension law knowledge, and deep Excel and pension valuation software skills.

Other

Benefits

Shortlist Forming
Closing Soon
60d
60 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

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