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Role Summary

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HIGHLIGHTS

Senior retirement actuarial role focused on small-market Defined Benefit, Cash Balance, and DB/DC combo plans in Charlotte, NC. You will manage your own caseload, prepare and certify actuarial valuations and ASC 715/960 reporting, and review work prepared by others. The role requires an Enrolled Actuary with strong pension law and valuation software expertise.

JOB DESCRIPTION SUMMARY

  • Manage a caseload of small-market DB, Cash Balance, and DB/DC plans
  • Prepare, review, and certify actuarial valuations and reports
  • Support ASC 715/960 accounting and PBGC/IRS filings and compliance
  • Use pension valuation software and advanced Excel for analyses
  • Based in Charlotte, NC (FuturePlan team within Ascensus)

DOMAIN EXPERTISE

  • Small-market Defined Benefit plan experience
  • Cash Balance and DB/DC combo plan experience
  • Pension law and IRS determination familiarity
  • ASC 715/960 accounting and PBGC/IRS filings experience
  • Actuarial valuations using industry pension software

KEY REQUIREMENTS

  • Enrolled Actuary designation required
  • Minimum 5 years of industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS rules
  • Expertise with pension valuation software and advanced Excel

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuarial role focused on small-market Defined Benefit, Cash Balance, and DB/DC combo plans in Charlotte, NC. You will manage your own caseload, prepare and certify actuarial valuations and ASC 715/960 reporting, and review work prepared by others. The role requires an Enrolled Actuary with strong pension law and valuation software expertise.

JOB DESCRIPTION SUMMARY

  • Manage a caseload of small-market DB, Cash Balance, and DB/DC plans
  • Prepare, review, and certify actuarial valuations and reports
  • Support ASC 715/960 accounting and PBGC/IRS filings and compliance
  • Use pension valuation software and advanced Excel for analyses
  • Based in Charlotte, NC (FuturePlan team within Ascensus)

DOMAIN EXPERTISE

  • Small-market Defined Benefit plan experience
  • Cash Balance and DB/DC combo plan experience
  • Pension law and IRS determination familiarity
  • ASC 715/960 accounting and PBGC/IRS filings experience
  • Actuarial valuations using industry pension software

KEY REQUIREMENTS

  • Enrolled Actuary designation required
  • Minimum 5 years of industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS rules
  • Expertise with pension valuation software and advanced Excel

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

Ideal for a senior enrolled actuary with 5+ years in pension valuation who excels in DB and Cash Balance plans and is strong in pension law, ASC 715 accounting, and Excel.

Other

Benefits

Shortlist Forming
Closing Soon
30d
30 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 for a senior enrolled actuary with 5+ years in pension valuation who excels in DB and Cash Balance plans and is strong in pension law, ASC 715 accounting, and Excel.

Other

Benefits

Shortlist Forming
Closing Soon
30d
30 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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