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Role Summary

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HIGHLIGHTS

Senior retirement actuarial role focused on defined benefit, cash balance and DB/DC combo plan valuations. You will review and certify actuarial valuations, ASC 715/960 reporting, PBGC and Form 5500 filings, and ensure compliance with pension law. Role is based in Tampa, FL and reports to the FuturePlan Lead Actuary.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and client deliverables for DB and Cash Balance plans
  • Prepare ASC 715/960 accounting, PBGC filings and Form 5500 support
  • Research pension law, IRS determination letters and non-discrimination testing
  • Use industry pension valuation software and advanced Excel for deliverables
  • Based in Tampa, FL; reports to the FuturePlan Lead Actuary

DOMAIN EXPERTISE

  • defined benefit and cash balance plan valuations
  • pension law and IRS determination letters
  • ASC 715/960 pension accounting
  • PBGC filings and Form 5500 support
  • combined plan non-discrimination testing

KEY REQUIREMENTS

  • Enrolled Actuary designation required
  • Minimum 5 years industry experience
  • Bachelor's degree in actuarial science, math or related field
  • Advanced knowledge of pension law, plan documents and valuation software
  • Strong Excel skills and accuracy/detail orientation

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuarial role focused on defined benefit, cash balance and DB/DC combo plan valuations. You will review and certify actuarial valuations, ASC 715/960 reporting, PBGC and Form 5500 filings, and ensure compliance with pension law. Role is based in Tampa, FL and reports to the FuturePlan Lead Actuary.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and client deliverables for DB and Cash Balance plans
  • Prepare ASC 715/960 accounting, PBGC filings and Form 5500 support
  • Research pension law, IRS determination letters and non-discrimination testing
  • Use industry pension valuation software and advanced Excel for deliverables
  • Based in Tampa, FL; reports to the FuturePlan Lead Actuary

DOMAIN EXPERTISE

  • defined benefit and cash balance plan valuations
  • pension law and IRS determination letters
  • ASC 715/960 pension accounting
  • PBGC filings and Form 5500 support
  • combined plan non-discrimination testing

KEY REQUIREMENTS

  • Enrolled Actuary designation required
  • Minimum 5 years industry experience
  • Bachelor's degree in actuarial science, math or related field
  • Advanced knowledge of pension law, plan documents and valuation software
  • Strong Excel skills and accuracy/detail orientation

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

Ideal for a senior Enrolled Actuary with 5+ years in DB/DC pension valuations, strong pension law knowledge, and expert Excel and pension software skills.

Other

Benefits

Shortlist Forming
Closing Soon
36d
36 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
Salary not specified
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for a senior Enrolled Actuary with 5+ years in DB/DC pension valuations, strong pension law knowledge, and expert Excel and pension software skills.

Other

Benefits

Shortlist Forming
Closing Soon
36d
36 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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