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Role Summary

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HIGHLIGHTS

Enrolled Actuary role on a Retirement Plan Services team focused on small-plan DB/DC (combo) administration. You will provide plan design and compliance guidance, support clients, and collaborate with developers to implement and test retirement plan software features. Requires EA enrollment and US-based candidates; salary range $80K–$120K (US).

JOB DESCRIPTION SUMMARY

  • Provide actuarial guidance on combo DB/DC plan design and compliance
  • Support customer inquiries and troubleshoot plan-specific issues
  • Collaborate with developers on software features and participate in QA
  • Work on retirement plan administration for small plans (DB and DC)
  • EA designation required; minimum 3 years retirement plan administration

DOMAIN EXPERTISE

  • combo DB/DC plan administration
  • defined contribution administration
  • ERISA/IRS/DOL compliance for small plans
  • retirement plan software feature development
  • client-facing retirement plan support

KEY REQUIREMENTS

  • Enrolled Actuary (EA) designation required, current enrollment status
  • Minimum 3 years’ experience in retirement plan administration with combo DB/DC
  • Strong knowledge of ERISA, IRS, and DOL rules for small retirement plans
  • Experience with retirement plan software platforms and contributing to features
  • Prior client-facing support experience for retirement plans

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Enrolled Actuary role on a Retirement Plan Services team focused on small-plan DB/DC (combo) administration. You will provide plan design and compliance guidance, support clients, and collaborate with developers to implement and test retirement plan software features. Requires EA enrollment and US-based candidates; salary range $80K–$120K (US).

JOB DESCRIPTION SUMMARY

  • Provide actuarial guidance on combo DB/DC plan design and compliance
  • Support customer inquiries and troubleshoot plan-specific issues
  • Collaborate with developers on software features and participate in QA
  • Work on retirement plan administration for small plans (DB and DC)
  • EA designation required; minimum 3 years retirement plan administration

DOMAIN EXPERTISE

  • combo DB/DC plan administration
  • defined contribution administration
  • ERISA/IRS/DOL compliance for small plans
  • retirement plan software feature development
  • client-facing retirement plan support

KEY REQUIREMENTS

  • Enrolled Actuary (EA) designation required, current enrollment status
  • Minimum 3 years’ experience in retirement plan administration with combo DB/DC
  • Strong knowledge of ERISA, IRS, and DOL rules for small retirement plans
  • Experience with retirement plan software platforms and contributing to features
  • Prior client-facing support experience for retirement plans

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
$80k - $120k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level Enrolled Actuary with 3+ years in DB/DC retirement plan administration who can apply ERISA/IRS/DOL knowledge, support clients directly, and collaborate with product developers on software features.

Other

Benefits

Annual BonusEquity/Stock Options401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityPaid Sick LeaveGenerous Vacation
Shortlist Forming
Closing Soon
76d
76 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
$80k - $120k
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate-level Enrolled Actuary with 3+ years in DB/DC retirement plan administration who can apply ERISA/IRS/DOL knowledge, support clients directly, and collaborate with product developers on software features.

Other

Benefits

Annual BonusEquity/Stock Options401(k) PlanHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term DisabilityPaid Sick LeaveGenerous Vacation
Shortlist Forming
Closing Soon
76d
76 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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