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Enrolled Actuary

Concierge Retirement Services, Inc.


Logo for Concierge Retirement Services, Inc.

Company Overview:

Concierge Retirement Services is a leading retirement plan and actuarial consulting firm dedicated to providing comprehensive and innovative solutions to our clients. We specialize in assisting businesses and organizations in navigating the complex landscape of retirement plan design, pension administration, and actuarial services. Our team of experts is committed to delivering tailored strategies that meet our clients’ objectives.

Position Overview:

We are seeking a highly skilled and experienced Enrolled Actuary to join our dynamic team. As an Enrolled Actuary, you will play a pivotal role in providing actuarial services and strategic guidance to our diverse client base. You will collaborate with colleagues to develop customized retirement plan designs, assess plan liabilities, and ensure compliance with regulatory requirements.

Responsibilities (some not all):

  • Act as a trusted resource to clients, providing expert guidance on retirement plan design, funding, and compliance issues.
  • Perform actuarial valuations, including the determination of plan liabilities, contribution requirements, and funding projections.
  • Analyze demographic and financial data to assess the financial health of pension plans and recommend strategies for risk management and cost containment.
  • Prepare actuarial reports, including annual valuations, experience studies, and regulatory filings.
  • Collaborate with colleagues and clients to develop innovative solutions to complex actuarial challenges, such as plan mergers, acquisitions, and terminations.
  • Stay current on industry trends, legislative changes, and regulatory developments affecting retirement plans and communicate implications to clients and colleagues.
  • Review work from consulting staff, provide technical support to staff members, fostering their professional development and growth within the firm.
  • Case load of clients for day to day administration of all retirement plan types (plan document work, loans & distributions, working with investment platforms, filing 5500s, SAR/AFN, 1099s, contribution analysis, top heavy testing, compliance testing, etc.)


  • Enrolled Actuary (EA) designation issued by the Joint Board for the Enrollment of Actuaries.
  • Bachelor's degree in actuarial science, mathematics, statistics, finance, or a related field.
  • Minimum of 5 years of experience in retirement plan consulting or actuarial services, preferably within a retirement plan consulting firm.
  • Strong analytical skills and attention to detail, with the ability to interpret complex data and communicate findings effectively.
  • Thorough understanding of ERISA, IRS regulations, and other relevant laws governing retirement plans.
  • Excellent interpersonal and client-facing skills, with the ability to build rapport and establish credibility with clients and colleagues.
  • Commitment to ongoing professional development and pursuit of additional credentials or certifications as needed.


Competitive salary commensurate with experience; comprehensive benefits package (including health insurance, retirement savings plan and paid-time-off); opportunities for professional growth and advancement within a collaborative and supportive work environment.

Join our team and make a difference in the lives of our clients as we shape the future of retirement planning together. Apply now to become part of our dedicated team of actuarial professionals at Concierge Retirement Services, Inc.

How to Apply

To apply, please email your resume to

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Concierge Retirement Services, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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