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