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Role Summary

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HIGHLIGHTS

Enrolled Actuary role focused on retirement plan services for small combo DB/DC plans in the United States. You will provide plan design and compliance guidance, support clients, and collaborate with developers to build and test retirement plan administration software. The role requires an active EA and at least 3 years' retirement plan administration experience.

JOB DESCRIPTION SUMMARY

  • Provide guidance on combo DB/DC plan design, compliance, and administration
  • Support client inquiries and troubleshoot plan-specific issues
  • Collaborate with developers to design and validate retirement plan software features
  • Participate in software testing, QA, and client education initiatives
  • EA designation required; US-based role supporting small plan retirement market

DOMAIN EXPERTISE

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

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 understanding of ERISA, IRS, and DOL regulations for small plans
  • Experience with retirement plan software platforms and client-facing support

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

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HIGHLIGHTS

Enrolled Actuary role focused on retirement plan services for small combo DB/DC plans in the United States. You will provide plan design and compliance guidance, support clients, and collaborate with developers to build and test retirement plan administration software. The role requires an active EA and at least 3 years' retirement plan administration experience.

JOB DESCRIPTION SUMMARY

  • Provide guidance on combo DB/DC plan design, compliance, and administration
  • Support client inquiries and troubleshoot plan-specific issues
  • Collaborate with developers to design and validate retirement plan software features
  • Participate in software testing, QA, and client education initiatives
  • EA designation required; US-based role supporting small plan retirement market

DOMAIN EXPERTISE

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

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 understanding of ERISA, IRS, and DOL regulations for small plans
  • Experience with retirement plan software platforms and client-facing support

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

An Associate-level Enrolled Actuary with 3+ years in small plan retirement administration (combo DB/DC), strong ERISA/regulatory knowledge, and experience working with retirement plan software and client support.

Other

Benefits

Annual BonusEquity/Stock Options401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityPaid Sick Leave
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

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

Ideal Candidate Profile

An Associate-level Enrolled Actuary with 3+ years in small plan retirement administration (combo DB/DC), strong ERISA/regulatory knowledge, and experience working with retirement plan software and client support.

Other

Benefits

Annual BonusEquity/Stock Options401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityPaid Sick Leave
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Retirement/Other/IC Level
Perseus Group, Constellation Software

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Perseus Group, Constellation Software•United States•1d ago
Pension DBPension DCProduct Development & Plan DesignRegulatory Reporting

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