Enrolled Actuary
Role Summary
Loading...HIGHLIGHTS
Senior retirement actuarial role focused on defined benefit and cash balance plans in Pennsylvania, US. You will certify valuations, review plan documents, PBGC and IRS filings, and ensure ASC 715 pension accounting and regulatory compliance. The role involves technical research, staff guidance, and quality review of client deliverables for the FuturePlan business.
JOB DESCRIPTION SUMMARY
- Certify actuarial valuations and prepare pension reports for defined benefit and cash balance plans
- Manage PBGC, IRS determination filings and ASC 715 pension accounting deliverables
- Provide technical training and review work of other teams
- Use Excel and industry pension valuation software to produce client deliverables
- Senior individual contributor reporting to the FuturePlan Lead Actuary
DOMAIN EXPERTISE
- defined benefit plan valuations
- cash balance plan administration and compliance
- PBGC and Form 500 series filings
- IRS determination filings
- ASC 715 pension accounting
KEY REQUIREMENTS
- Enrolled Actuary designation with 5 years industry experience
- Bachelor’s degree in actuarial science, mathematics, or related field
- Advanced understanding of pension law, plan documents, and IRS determination letters
- Proven expertise with Excel and industry pension valuation software
- Experience preparing ASC 715 accounting and PBGC/Form 500 filings
TECH STACK
- Excel
- PowerPoint
