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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 combos) based in Pennsylvania/US. You will manage your own caseload, perform and certify actuarial valuations, handle compliance and IRS/PBGC filings, and review work prepared by others. The role requires an Enrolled Actuary designation and approximately five years of industry experience.

JOB DESCRIPTION SUMMARY

  • Manage a caseload of small-market DB, Cash Balance, and DB/DC combo plans
  • Prepare, review, and certify actuarial valuations and client deliverables
  • Handle compliance tasks including IRS determination and PBGC filings
  • Provide technical support and training to staff
  • Use Excel and industry pension valuation software for analyses

DOMAIN EXPERTISE

  • Small-market defined benefit plan valuations
  • Cash Balance plan administration and compliance
  • DB/DC combo plan experience
  • ASC 715/960 accounting and pension valuation reporting
  • IRS determination and PBGC filing experience

KEY REQUIREMENTS

  • Enrolled Actuary designation and 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law and plan documents
  • Proven expertise with Microsoft Excel
  • Experience with industry pension valuation software

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Enrolled Actuary role focused on small-market retirement plans (DB, Cash Balance, DB/DC combos) based in Pennsylvania/US. You will manage your own caseload, perform and certify actuarial valuations, handle compliance and IRS/PBGC filings, and review work prepared by others. The role requires an Enrolled Actuary designation and approximately five years of industry experience.

JOB DESCRIPTION SUMMARY

  • Manage a caseload of small-market DB, Cash Balance, and DB/DC combo plans
  • Prepare, review, and certify actuarial valuations and client deliverables
  • Handle compliance tasks including IRS determination and PBGC filings
  • Provide technical support and training to staff
  • Use Excel and industry pension valuation software for analyses

DOMAIN EXPERTISE

  • Small-market defined benefit plan valuations
  • Cash Balance plan administration and compliance
  • DB/DC combo plan experience
  • ASC 715/960 accounting and pension valuation reporting
  • IRS determination and PBGC filing experience

KEY REQUIREMENTS

  • Enrolled Actuary designation and 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law and plan documents
  • Proven expertise with Microsoft Excel
  • Experience with industry 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

Ideal for a senior Enrolled Actuary with ~5 years in small-plan pension valuation (DB/Cash Balance/DB-DC) who is strong in pension law, valuations, and Excel and enjoys reviewing and certifying work.

Other

Benefits

Shortlist Forming
Closing Soon
34d
34 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 small-plan pension valuation (DB/Cash Balance/DB-DC) who is strong in pension law, valuations, and Excel and enjoys reviewing and certifying work.

Other

Benefits

Shortlist Forming
Closing Soon
34d
34 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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