Enrolled Actuary
Pension DBPension DCProduct Development & Plan DesignRegulatory Reporting
Role Summary
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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
