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Enrolled Actuary or Strong DB / CB Plan Administrator

Ingham Retirement Group

in Miami FL

We are seeking an experienced Defined Benefit Administrator to work in our Miami, FL office.  Applicants must have the ability to work independently while managing client relationships and workflow deadlines.  This position works closely with our Chief Actuary in a team-oriented environment to ensure plan compliance while providing an optimal client experience.   

The ideal candidate will have:

  • A Bachelor’s degree in mathematics, business, finance, accounting, economics or related field
  • At least 3 years of experience in the industry, specifically with defined benefit and cash balance plans, including non-discrimination testing
  • The ability to work independently while managing multiple clients and deadlines
  • The ability to communicate effectively with clients, participants and consultants
  • Experience with defined contribution plans is preferred
  • Experience with Excel, Relius, Datair and FT William software is preferred

Responsibilities include but are not limited to:

  • Running both traditional and cash balance plan design projections, based on client needs and employee demographics
  • Preparing actuarial valuations, including minimum and maximum funding requirements
  • Performing annual IRS non-discrimination testing, including cross-testing with defined contribution plans
  • Reviewing plan documents to ensure plan is being administered correctly
  • Preparing all required IRS and PBGC filings, including those needed at plan termination
  • Collecting employee data to ensure accurate information received within prescribed guidelines
  • Updating employee census to determine plan eligibility requirements and benefit accruals
  • Calculating benefits and providing forms for participant benefit distributions, including lump sums
  • Reviewing plan assets and trust reconciliations
  • Posting employee contributions, distributions, allocating forfeitures and trust gains/losses
  • Communicating and following up on specific client instructions to ensure plan compliance

Ingham Retirement Group’s salary and benefits are competitive and we offer a complete benefits package including paid time off, medical insurance, dental insurance, life insurance, disability insurance and a generous 401(k) plan. 

If you want to learn, advance, and work in a business casual atmosphere do not miss this opportunity to join a respected organization that provides an upbeat and friendly environment where your hard work and efforts are appreciated and will be rewarded.

How to Apply

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