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Role Summary

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HIGHLIGHTS

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
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Role Summary

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HIGHLIGHTS

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

Job Overview

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

Ideal Candidate Profile

A senior Enrolled Actuary with 5+ years of pension valuation experience in small-plan DB and Cash Balance plans, strong pension law knowledge, and advanced Excel and pension software skills.

Other

Benefits

Fresh Role
Premium Window
2d
2 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
Salary not specified
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

A senior Enrolled Actuary with 5+ years of pension valuation experience in small-plan DB and Cash Balance plans, strong pension law knowledge, and advanced Excel and pension software skills.

Other

Benefits

Fresh Role
Premium Window
2d
2 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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