Enrolled Actuary
Ascensus, LLC.
Role Summary
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Enrolled Actuary role focused on small-market retirement plans (DB, Cash Balance, DB/DC combo) in Philadelphia, PA. You will perform and certify actuarial valuations, handle compliance tasks (ASC 715/960, Form 5500/PBGC), and review work prepared by others. Requires Enrolled Actuary designation and at least five years of industry experience.
JOB DESCRIPTION SUMMARY
- Perform and certify actuarial valuations for small-market DB and Cash Balance plans
- Manage own caseload and review/sign work prepared by others
- Handle compliance tasks: ASC 715/960, Form 5500, PBGC filings, IRS determination filings
- Use Excel and industry pension valuation software
- Based in Philadelphia; work with FuturePlan TPA actuarial and ERISA teams
DOMAIN EXPERTISE
- Small-market defined benefit plans
- Cash Balance plan design and valuation
- DB/DC combo plan valuation
- Pension law and IRS determination processes
- ASC 715/960 pension accounting
KEY REQUIREMENTS
- Enrolled Actuary designation required
- At least 5 years of industry experience
- Bachelor’s degree in actuarial science, math, or related field
- Advanced knowledge of pension law, plan documents, and valuations
- Proficiency with Excel and pension valuation software
TECH STACK
- Excel
