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Role Summary

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HIGHLIGHTS

Senior retirement actuarial role focused on valuations, compliance, and technical oversight for Defined Benefit, Cash Balance and DB/DC combo plans. You will review and certify actuarial valuations, prepare client deliverables and handle IRS/PBGC filings. Role is based in Charlotte, NC with Ascensus's FuturePlan team.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and client deliverables for DB and Cash Balance plans
  • Prepare IRS determination filings, PBGC forms, and ASC 715/960 accounting work
  • Provide technical guidance and training to staff
  • Use Microsoft Excel and industry pension valuation software
  • Based in Charlotte, NC (FuturePlan/Ascensus)

DOMAIN EXPERTISE

  • defined benefit pension valuation
  • cash balance plan administration
  • pension law and IRS/PBGC filings
  • ASC 715/960 pension accounting

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS determination letters
  • Demonstrated expertise with Excel and pension valuation software
  • Experience preparing ASC 715/960 and PBGC/IRS filings

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuarial role focused on valuations, compliance, and technical oversight for Defined Benefit, Cash Balance and DB/DC combo plans. You will review and certify actuarial valuations, prepare client deliverables and handle IRS/PBGC filings. Role is based in Charlotte, NC with Ascensus's FuturePlan team.

JOB DESCRIPTION SUMMARY

  • Review and certify actuarial valuations and client deliverables for DB and Cash Balance plans
  • Prepare IRS determination filings, PBGC forms, and ASC 715/960 accounting work
  • Provide technical guidance and training to staff
  • Use Microsoft Excel and industry pension valuation software
  • Based in Charlotte, NC (FuturePlan/Ascensus)

DOMAIN EXPERTISE

  • defined benefit pension valuation
  • cash balance plan administration
  • pension law and IRS/PBGC filings
  • ASC 715/960 pension accounting

KEY REQUIREMENTS

  • Enrolled Actuary designation with 5 years industry experience
  • Bachelor's degree in actuarial science, math, or related field
  • Advanced understanding of pension law, plan documents, and IRS determination letters
  • Demonstrated expertise with Excel and pension valuation software
  • Experience preparing ASC 715/960 and PBGC/IRS filings

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

An experienced Enrolled Actuary (5+ years) with strong DB and Cash Balance valuation skills, deep pension law knowledge, and excellent Excel and pension software proficiency.

Other

Benefits

Shortlist Forming
Closing Soon
103d
103 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

An experienced Enrolled Actuary (5+ years) with strong DB and Cash Balance valuation skills, deep pension law knowledge, and excellent Excel and pension software proficiency.

Other

Benefits

Shortlist Forming
Closing Soon
103d
103 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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