Enrolled Actuary, (Cash Balance Actuaries)
RemotePension DBPension DCReserving & ValuationRegulatory ReportingExperience Studies
Role Summary
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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
