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Role Summary

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HIGHLIGHTS

This retirement actuarial role focuses on defined benefit and cash balance plans. You'll prepare annual valuations, calculate funding requirements, ensure regulatory compliance, and serve as the primary consultant to business owners and advisors. The position is based in East Meadow, NY and offers a flexible work arrangement. Ideal for an Enrolled Actuary with 5+ years of DB plan experience.

JOB DESCRIPTION SUMMARY

  • Prepare annual actuarial valuations for small DB and cash balance plans
  • Calculate funding requirements and prepare Schedule SB filings
  • Serve as primary actuarial consultant to business owners and advisors
  • Ensure compliance with ERISA and IRS regulations
  • Mentor junior analysts and review work products

DOMAIN EXPERTISE

  • Defined benefit and cash balance retirement plans
  • ERISA, IRS Code, and pension funding regulations
  • Schedule SB preparation
  • Actuarial valuations and funding calculations
  • Client consulting and communication

KEY REQUIREMENTS

  • Active Enrolled Actuary (EA) designation required
  • 5+ years of defined benefit / cash balance plan experience
  • Strong knowledge of ERISA, IRS Code, and pension funding regulations
  • Proficiency with actuarial software and Microsoft Excel
  • Excellent analytical, communication, and client relationship skills

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

This retirement actuarial role focuses on defined benefit and cash balance plans. You'll prepare annual valuations, calculate funding requirements, ensure regulatory compliance, and serve as the primary consultant to business owners and advisors. The position is based in East Meadow, NY and offers a flexible work arrangement. Ideal for an Enrolled Actuary with 5+ years of DB plan experience.

JOB DESCRIPTION SUMMARY

  • Prepare annual actuarial valuations for small DB and cash balance plans
  • Calculate funding requirements and prepare Schedule SB filings
  • Serve as primary actuarial consultant to business owners and advisors
  • Ensure compliance with ERISA and IRS regulations
  • Mentor junior analysts and review work products

DOMAIN EXPERTISE

  • Defined benefit and cash balance retirement plans
  • ERISA, IRS Code, and pension funding regulations
  • Schedule SB preparation
  • Actuarial valuations and funding calculations
  • Client consulting and communication

KEY REQUIREMENTS

  • Active Enrolled Actuary (EA) designation required
  • 5+ years of defined benefit / cash balance plan experience
  • Strong knowledge of ERISA, IRS Code, and pension funding regulations
  • Proficiency with actuarial software and Microsoft Excel
  • Excellent analytical, communication, and client relationship skills

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, strong client consulting skills, and proficiency in actuarial software and Excel. You'll be the primary consultant for small business retirement plans, ensuring compliance and providing strategic advice.

Other

Benefits

Health InsuranceDental InsuranceVision Insurance401(k) PlanTuition ReimbursementGenerous Vacation
Fresh Role
Premium Window
2d
2 days ago

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, strong client consulting skills, and proficiency in actuarial software and Excel. You'll be the primary consultant for small business retirement plans, ensuring compliance and providing strategic advice.

Other

Benefits

Health InsuranceDental InsuranceVision Insurance401(k) PlanTuition ReimbursementGenerous Vacation
Fresh Role
Premium Window
2d
2 days ago

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 Bank, N.A.

Retirement/Other/IC Level
Community Bank, N.A.

Flexible Actuarial Technical Consulting and Training

Community Bank, N.A.
East Meadow, New York, United States•2d ago
FlexiblePension DB

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