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Role Summary

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HIGHLIGHTS

Retirement actuarial consulting role focused on defined benefit and cash balance plans. You will prepare annual actuarial valuations, handle compliance filings, and serve as the primary consultant for clients. The ideal candidate is an Enrolled Actuary with 5+ years of pension experience. This role is based in East Meadow, New York.

JOB DESCRIPTION SUMMARY

  • Prepare annual actuarial valuations for DB and cash balance plans
  • Calculate funding requirements and contribution recommendations
  • Serve as primary actuarial consultant for business owners and advisors
  • Ensure compliance with ERISA and IRS regulations
  • Mentor junior analysts and support new business development

DOMAIN EXPERTISE

  • Defined benefit plan valuations
  • Cash balance plan administration
  • ERISA compliance
  • Schedule SB preparation

KEY REQUIREMENTS

  • Active Enrolled Actuary (EA) designation
  • 5+ years of defined benefit/cash balance experience
  • Bachelor's degree in Actuarial Science or related field
  • Strong knowledge of ERISA, IRS regs, Schedule SB preparation
  • Proficiency with actuarial software and Microsoft Excel

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Retirement actuarial consulting role focused on defined benefit and cash balance plans. You will prepare annual actuarial valuations, handle compliance filings, and serve as the primary consultant for clients. The ideal candidate is an Enrolled Actuary with 5+ years of pension experience. This role is based in East Meadow, New York.

JOB DESCRIPTION SUMMARY

  • Prepare annual actuarial valuations for DB and cash balance plans
  • Calculate funding requirements and contribution recommendations
  • Serve as primary actuarial consultant for business owners and advisors
  • Ensure compliance with ERISA and IRS regulations
  • Mentor junior analysts and support new business development

DOMAIN EXPERTISE

  • Defined benefit plan valuations
  • Cash balance plan administration
  • ERISA compliance
  • Schedule SB preparation

KEY REQUIREMENTS

  • Active Enrolled Actuary (EA) designation
  • 5+ years of defined benefit/cash balance experience
  • Bachelor's degree in Actuarial Science or related field
  • Strong knowledge of ERISA, IRS regs, Schedule SB preparation
  • Proficiency with actuarial software and Microsoft Excel

TECH STACK

  • Excel

Job Overview

Salary
$106k - $197k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary with 5+ years of defined benefit plan experience who enjoys consulting with business owners and ensuring compliance with pension regulations.

Other

Benefits

401(k) PlanHealth InsuranceDental InsuranceVision InsuranceTuition Reimbursement
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
$106k - $197k
Years of Experience
5+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary with 5+ years of defined benefit plan experience who enjoys consulting with business owners and ensuring compliance with pension regulations.

Other

Benefits

401(k) PlanHealth InsuranceDental InsuranceVision InsuranceTuition Reimbursement
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Flexible Actuarial Technical Consulting and Training

Community Financial System, Inc.

Retirement/Consultancy/IC Level
Community Financial System, Inc.

Flexible Actuarial Technical Consulting and Training

Community Financial System, Inc.
East Meadow, New York, United States•1h ago
Pension DB

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