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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 Hartford, CT. Responsible for preparing, reviewing, and certifying actuarial valuations, compliance filings (Form 5500, PBGC), ASC 715/960 work, and technical training. Acts as a subject-matter expert for small-plan pension administration and compliance.

JOB DESCRIPTION SUMMARY

  • Manage own caseload of small-market DB, Cash Balance, and DB/DC combo plans
  • Prepare, review, and certify actuarial valuations and related client deliverables
  • Handle compliance filings including Form 5500 and PBGC premium/termination forms
  • Provide technical training and answer technical questions for staff
  • Use industry pension valuation software and advanced Excel for analyses

DOMAIN EXPERTISE

  • Small-market Defined Benefit plan valuations
  • Cash Balance and DB/DC combo plan experience
  • ASC 715/960 valuation experience
  • Form 5500 and PBGC filing experience
  • Experience with IRS determination filings and plan documents

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS determinations
  • Proven expertise with actuarial valuation software and advanced Excel
  • Ability to prepare and certify ASC 715/960 valuations and compliance filings

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 Hartford, CT. Responsible for preparing, reviewing, and certifying actuarial valuations, compliance filings (Form 5500, PBGC), ASC 715/960 work, and technical training. Acts as a subject-matter expert for small-plan pension administration and compliance.

JOB DESCRIPTION SUMMARY

  • Manage own caseload of small-market DB, Cash Balance, and DB/DC combo plans
  • Prepare, review, and certify actuarial valuations and related client deliverables
  • Handle compliance filings including Form 5500 and PBGC premium/termination forms
  • Provide technical training and answer technical questions for staff
  • Use industry pension valuation software and advanced Excel for analyses

DOMAIN EXPERTISE

  • Small-market Defined Benefit plan valuations
  • Cash Balance and DB/DC combo plan experience
  • ASC 715/960 valuation experience
  • Form 5500 and PBGC filing experience
  • Experience with IRS determination filings and plan documents

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS determinations
  • Proven expertise with actuarial valuation software and advanced Excel
  • Ability to prepare and certify ASC 715/960 valuations and compliance filings

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 DB and Cash Balance plan valuations who can certify valuations, navigate pension law, and mentor staff.

Other

Benefits

Shortlist Forming
Closing Soon
17d
17 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 DB and Cash Balance plan valuations who can certify valuations, navigate pension law, and mentor staff.

Other

Benefits

Shortlist Forming
Closing Soon
17d
17 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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