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Role Summary

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HIGHLIGHTS

Enrolled Actuary role on a Retirement Plan Services team supporting small-plan DB/DC (combo) clients. You will advise on plan design and compliance, handle client support, and partner with developers to design and test retirement plan software. Position is US-based (jurisdictions unspecified) and requires an active EA enrollment with at least 3 years' retirement plan administration experience.

JOB DESCRIPTION SUMMARY

  • Provide EA guidance on combo DB/DC plan design and compliance
  • Support client inquiries and troubleshoot plan-specific issues
  • Collaborate with developers on product features and QA testing
  • Work with ERISA/IRS/DOL rules for small retirement plans
  • Associate-level role requiring EA enrollment and 3+ years experience

DOMAIN EXPERTISE

  • Combo DB/DC plan administration
  • Defined contribution administration
  • ERISA, IRS and DOL compliance for small plans
  • Retirement plan software platform experience
  • Client-facing retirement plan support

KEY REQUIREMENTS

  • EA designation required with current enrollment status
  • Minimum 3 years of retirement plan administration experience
  • Deep experience with combo DB/DC plans and DC administration
  • Strong knowledge of ERISA, IRS and DOL regulations for small plans
  • Experience with retirement plan software platforms and client support

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Enrolled Actuary role on a Retirement Plan Services team supporting small-plan DB/DC (combo) clients. You will advise on plan design and compliance, handle client support, and partner with developers to design and test retirement plan software. Position is US-based (jurisdictions unspecified) and requires an active EA enrollment with at least 3 years' retirement plan administration experience.

JOB DESCRIPTION SUMMARY

  • Provide EA guidance on combo DB/DC plan design and compliance
  • Support client inquiries and troubleshoot plan-specific issues
  • Collaborate with developers on product features and QA testing
  • Work with ERISA/IRS/DOL rules for small retirement plans
  • Associate-level role requiring EA enrollment and 3+ years experience

DOMAIN EXPERTISE

  • Combo DB/DC plan administration
  • Defined contribution administration
  • ERISA, IRS and DOL compliance for small plans
  • Retirement plan software platform experience
  • Client-facing retirement plan support

KEY REQUIREMENTS

  • EA designation required with current enrollment status
  • Minimum 3 years of retirement plan administration experience
  • Deep experience with combo DB/DC plans and DC administration
  • Strong knowledge of ERISA, IRS and DOL regulations for small plans
  • Experience with retirement plan software platforms and client support

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
$144k - $176k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level Enrolled Actuary (EA) with 3+ years in combo DB/DC plan administration who understands ERISA compliance, is comfortable with client-facing support, and enjoys shaping retirement plan software features.

Other

Benefits

Health InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanHigh 401(k) MatchEquity/Stock OptionsBonus EligiblePaid Sick Leave
Shortlist Forming
Closing Soon
35d
35 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
$144k - $176k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level Enrolled Actuary (EA) with 3+ years in combo DB/DC plan administration who understands ERISA compliance, is comfortable with client-facing support, and enjoys shaping retirement plan software features.

Other

Benefits

Health InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanHigh 401(k) MatchEquity/Stock OptionsBonus EligiblePaid Sick Leave
Shortlist Forming
Closing Soon
35d
35 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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Perseus Group, Constellation Software

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