Role Summary

HIGHLIGHTS

Senior retirement actuarial role (Enrolled Actuary) focused on Cash Balance and Defined Benefit plan valuations and compliance. You will perform and review DB valuations, nondiscrimination testing, filings (Form 5500, Schedule SB) and FASB/ASC 715 reporting. This fully remote US role supports small- to mid-sized employers and emphasizes client representation and project work.

JOB DESCRIPTION SUMMARY

Enrolled Actuary role focused on Cash Balance / Defined Benefit plan valuations
Perform nondiscrimination testing and government filings (Form 5500, Schedule SB)
Prepare and review FASB/ASC 715 reporting and certify AFTAP and contribution amounts
Fully remote position available anywhere in the United States
Requires at least 5 years’ experience as an Enrolled Actuary

DOMAIN EXPERTISE

Cash Balance plan valuation and administration
Defined Benefit plan actuarial valuations
410(b), 401(a)(4) and 415 nondiscrimination testing
Preparation and review of Form 5500 and Schedule SB filings
PBGC filings, notices, and audit representation

KEY REQUIREMENTS

Enrolled Actuary credential (Joint Board for the Enrollment of Actuaries) required
Minimum 5 years of experience as an Enrolled Actuary with small plan experience
Hands-on experience with DB/Cash Balance plan valuations and nondiscrimination testing
Authorized to work in the United States (role performed anywhere in the US)

TECH STACK

No tech stack specified

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Enrolled Actuary role focused on Cash Balance / Defined Benefit plan valuations
Perform nondiscrimination testing and government filings (Form 5500, Schedule SB)
Prepare and review FASB/ASC 715 reporting and certify AFTAP and contribution amounts
Fully remote position available anywhere in the United States
Requires at least 5 years’ experience as an Enrolled Actuary

DOMAIN EXPERTISE

Cash Balance plan valuation and administration
Defined Benefit plan actuarial valuations
410(b), 401(a)(4) and 415 nondiscrimination testing
Preparation and review of Form 5500 and Schedule SB filings
PBGC filings, notices, and audit representation

KEY REQUIREMENTS

Enrolled Actuary credential (Joint Board for the Enrollment of Actuaries) required
Minimum 5 years of experience as an Enrolled Actuary with small plan experience
Hands-on experience with DB/Cash Balance plan valuations and nondiscrimination testing
Authorized to work in the United States (role performed anywhere in the US)

TECH STACK

No tech stack specified

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Enrolled Actuary role focused on Cash Balance / Defined Benefit plan valuations
Perform nondiscrimination testing and government filings (Form 5500, Schedule SB)
Prepare and review FASB/ASC 715 reporting and certify AFTAP and contribution amounts
Fully remote position available anywhere in the United States
Requires at least 5 years’ experience as an Enrolled Actuary

DOMAIN EXPERTISE

Cash Balance plan valuation and administration
Defined Benefit plan actuarial valuations
410(b), 401(a)(4) and 415 nondiscrimination testing
Preparation and review of Form 5500 and Schedule SB filings
PBGC filings, notices, and audit representation

KEY REQUIREMENTS

Enrolled Actuary credential (Joint Board for the Enrollment of Actuaries) required
Minimum 5 years of experience as an Enrolled Actuary with small plan experience
Hands-on experience with DB/Cash Balance plan valuations and nondiscrimination testing
Authorized to work in the United States (role performed anywhere in the US)