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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 and compliance. You will review and certify actuarial valuations, plan documents, IRS/PBGC filings and ASC 715/960 work. Role is based in Philadelphia and sits on the FuturePlan ERISA/actuarial team at Ascensus.

JOB DESCRIPTION SUMMARY

  • Review, prepare and certify actuarial valuations and pension deliverables
  • Support IRS determination, Form 5500 and PBGC (Form 500 series) submissions
  • Ensure ASC 715/960 compliance and perform combined plan non-discrimination testing
  • Provide technical guidance and training to actuarial and benefits staff
  • Based in Philadelphia; works within the FuturePlan ERISA/actuarial team

DOMAIN EXPERTISE

  • defined benefit pension plan valuation
  • cash balance plan administration
  • ASC 715/960 reporting and compliance
  • PBGC and IRS filings (Form 5500, PBGC Form 500 series)

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 Microsoft Excel and pension valuation software
  • Experience preparing valuations, benefit statements, and PBGC/IRS filings

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 and compliance. You will review and certify actuarial valuations, plan documents, IRS/PBGC filings and ASC 715/960 work. Role is based in Philadelphia and sits on the FuturePlan ERISA/actuarial team at Ascensus.

JOB DESCRIPTION SUMMARY

  • Review, prepare and certify actuarial valuations and pension deliverables
  • Support IRS determination, Form 5500 and PBGC (Form 500 series) submissions
  • Ensure ASC 715/960 compliance and perform combined plan non-discrimination testing
  • Provide technical guidance and training to actuarial and benefits staff
  • Based in Philadelphia; works within the FuturePlan ERISA/actuarial team

DOMAIN EXPERTISE

  • defined benefit pension plan valuation
  • cash balance plan administration
  • ASC 715/960 reporting and compliance
  • PBGC and IRS filings (Form 5500, PBGC Form 500 series)

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 Microsoft Excel and pension valuation software
  • Experience preparing valuations, benefit statements, 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

Senior Enrolled Actuary with strong DB and cash balance valuation experience, deep pension law knowledge, and advanced Excel and pension-software skills.

Other

Benefits

Shortlist Forming
Closing Soon
56d
56 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

Senior Enrolled Actuary with strong DB and cash balance valuation experience, deep pension law knowledge, and advanced Excel and pension-software skills.

Other

Benefits

Shortlist Forming
Closing Soon
56d
56 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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