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Role Summary

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HIGHLIGHTS

Senior retirement actuarial role supporting small-market defined benefit, cash balance, and DB/DC combo plans in Austin, TX. You will manage your own caseload, prepare and certify actuarial valuations and compliance deliverables, review work prepared by others, and support ASC 715/960 and PBGC/IRS filings.

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
  • Support ASC 715/960, PBGC filings, Form 5500s and IRS determination work
  • Act as subject-matter expert and provide technical training to staff
  • Strong Excel and pension valuation software expertise required

DOMAIN EXPERTISE

  • Defined benefit pension plan valuations
  • Cash balance plan administration and design
  • DB/DC combo plan experience
  • ASC 715/960 accounting experience
  • PBGC forms, Form 5500s, and IRS determination filings

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
  • Experience with ASC 715/960, PBGC forms, and Form 5500s
  • Proven Excel skills and industry pension valuation software experience

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuarial role supporting small-market defined benefit, cash balance, and DB/DC combo plans in Austin, TX. You will manage your own caseload, prepare and certify actuarial valuations and compliance deliverables, review work prepared by others, and support ASC 715/960 and PBGC/IRS filings.

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
  • Support ASC 715/960, PBGC filings, Form 5500s and IRS determination work
  • Act as subject-matter expert and provide technical training to staff
  • Strong Excel and pension valuation software expertise required

DOMAIN EXPERTISE

  • Defined benefit pension plan valuations
  • Cash balance plan administration and design
  • DB/DC combo plan experience
  • ASC 715/960 accounting experience
  • PBGC forms, Form 5500s, and IRS determination filings

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
  • Experience with ASC 715/960, PBGC forms, and Form 5500s
  • Proven Excel skills and industry pension valuation software experience

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 strong DB and cash balance valuation experience who can manage a caseload, review and certify work, and communicate technical issues clearly.

Other

Benefits

Shortlist Forming
Closing Soon
18d
18 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 strong DB and cash balance valuation experience who can manage a caseload, review and certify work, and communicate technical issues clearly.

Other

Benefits

Shortlist Forming
Closing Soon
18d
18 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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