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Enrolled Actuary

TPA Firm with Great Work-Life Balance

(FL / Hybrid)

Do you enjoy providing exceptional service and working with a friendly team?

We are seeking a qualified Enrolled Actuary to join their team. You'll be responsible for a variety of tasks related to Defined Benefit (DB) and Cash Balance (CB) retirement plans, ensuring everything runs smoothly and clients are happy.

What you'll do:

  • Prepare actuarial reports and handle administrative tasks for DB and CB plans.
  • Be a client service champion, responding promptly to inquiries from clients, accountants, and advisors.
  • Explain complex plan concepts in a clear and understandable way.
  • Manage a group of assigned DB and CB plans.
  • Calculate contribution amounts, perform valuations, and conduct non-discrimination testing.
  • Handle government filings, including Form 5500s and Schedule SB.
  • Analyze and interpret plan documents and amendments.
  • Create preliminary plan designs and illustrations for potential clients.
  • Calculate retirement benefits.
  • Prepare filings and notices for the Pension Benefit Guaranty Corporation (PBGC).
  • Oversee plan terminations if necessary.
  • Ensure all plans comply with relevant regulations.

You're a great fit if you have:

  • The Enrolled Actuary credential.
  • At least 4 years of experience working with DB and CB plans.
  • Strong computer skills, especially in Excel, Word, and Adobe programs.
  • Excellent organizational and problem-solving abilities.
  • The ability to manage multiple tasks, prioritize effectively, and set goals.
  • Top-notch communication skills (written and verbal).
  • The ability to work independently and collaboratively.

Bonus points for:

  • Experience with DATAIR and FtWilliam software.

Ready for a fulfilling career with a great work-life balance? Apply today!

Please include your desired salary in your application.

How to Apply

To apply, please email your résumé to laura@401kmadeEZ.com


A Verified Employer
TPA Firm with Great Work-Life Balance has trusted BenefitsLink to help reach qualified candidates for this opening.

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