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Role Summary

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HIGHLIGHTS

Enrolled Actuary role focused on small-market retirement plans in Dallas, TX (Defined Benefit, Cash Balance, DB/DC). You will perform and certify actuarial valuations, compliance filings, and plan documentation while managing a personal caseload and reviewing work prepared by others. The role requires strong pension law knowledge, ASC 715/960 experience, and use of pension valuation software.

JOB DESCRIPTION SUMMARY

  • Perform and certify actuarial valuations for small-market DB, Cash Balance, and DB/DC plans
  • Prepare compliance filings, plan documents, benefit statements, and ASC 715/960 work
  • Manage an independent caseload and review/sign significant volume of others' work
  • Use industry pension valuation software and advanced Excel for deliverables
  • Based in Dallas, TX; role within FuturePlan (Ascensus) retirement TPA

DOMAIN EXPERTISE

  • Small-market defined benefit plan valuations
  • Cash balance plan administration and valuations
  • DB/DC combo plan valuation and compliance
  • Pension law and IRS determination letters
  • ASC 715/960 accounting and compliance work

KEY REQUIREMENTS

  • Enrolled Actuary designation (required)
  • Minimum 5 years of industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced knowledge of pension law and IRS determination letters
  • Expertise with pension valuation software and Excel

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Enrolled Actuary role focused on small-market retirement plans in Dallas, TX (Defined Benefit, Cash Balance, DB/DC). You will perform and certify actuarial valuations, compliance filings, and plan documentation while managing a personal caseload and reviewing work prepared by others. The role requires strong pension law knowledge, ASC 715/960 experience, and use of pension valuation software.

JOB DESCRIPTION SUMMARY

  • Perform and certify actuarial valuations for small-market DB, Cash Balance, and DB/DC plans
  • Prepare compliance filings, plan documents, benefit statements, and ASC 715/960 work
  • Manage an independent caseload and review/sign significant volume of others' work
  • Use industry pension valuation software and advanced Excel for deliverables
  • Based in Dallas, TX; role within FuturePlan (Ascensus) retirement TPA

DOMAIN EXPERTISE

  • Small-market defined benefit plan valuations
  • Cash balance plan administration and valuations
  • DB/DC combo plan valuation and compliance
  • Pension law and IRS determination letters
  • ASC 715/960 accounting and compliance work

KEY REQUIREMENTS

  • Enrolled Actuary designation (required)
  • Minimum 5 years of industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced knowledge of pension law and IRS determination letters
  • Expertise with pension valuation software and Excel

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

Senior retirement actuary (Enrolled Actuary) with ~5+ years of DB and Cash Balance experience, strong pension law knowledge, and hands-on valuation and Excel skills.

Other

Benefits

Active Screening
Standard Review
11d
11 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

Job Overview

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

Ideal Candidate Profile

Senior retirement actuary (Enrolled Actuary) with ~5+ years of DB and Cash Balance experience, strong pension law knowledge, and hands-on valuation and Excel skills.

Other

Benefits

Active Screening
Standard Review
11d
11 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

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