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Actuary

The Pension Source

(Remote / Stuart FL / Abilene TX / Nashville TN)

Retirement Plan Actuary 
Stuart, FL; Nashville, TN; Abilene, TX (or remote for exceptional candidates)  
 
Are you an analytical, detail-obsessed actuary who gets excited about projections, funding strategies, and all things ERISA? Does modeling long-term plan outcomes or navigating new regulations spark a weird amount of joy? If you answered “yes,” “probably,” or “okay… maybe a little,” then this opportunity to join our team of retirement geeks at The Pension Source might be your perfect fit. 

We are seeking a Retirement Plan Actuary to support our multiple locations and remote team members. You will play a critical role in helping our clients maintain healthy, compliant, and sustainable defined benefits and cash balance plans. At The Pension Source, we pair our traditional high-touch service (yes, humans answer our phones!) with modern technology to create a best-in-class environment for both clients and employees. 

What Will You Do? 

• Review annual actuarial valuations for defined benefit, cash balance, and combination plans. 
• Calculate liabilities, minimum required contributions, funding projections, and benefit accruals. 
• Analyze plan performance and year-over-year experience, identifying trends and key risk factors. 
• Review and sign actuarial certifications and support preparation of government filings, including Schedule SB and PBGC forms. 
• Support plan design and amendment work, modeling contribution strategies, benefit formulas, and long-term cost projections. 
• Analyze complex compliance rules, ERISA requirements, IRS regulations, and actuarial standards to ensure plans remain fully compliant. 
• Partner with administrators, onboarding specialists, and our business development team to structure and present DB/CB plan proposals. 
• Conferring and teaching team members concepts to relay but also talking to all parties as needed to help the team. 
• Conduct high-level research on technical issues, regulatory updates, and actuarial interpretations, presenting findings professionally. 
• Assist with plan terminations, including PBGC support, participant calculations, and communication processes. 
• Collaborate closely with internal teams to ensure data integrity, smooth processes, and a high level of client service. 

What Do You Bring to Us? 

Core Values: 

• Fanatical attention to detail. You sweat the small stuff. 
• Problem solver, not simply a problem identifier. You can recognize a problem, come up with a potential solution, and take charge accordingly 
• Teacher and a student of the industry. You love demonstrating your knowledge and constantly learning given how qualified plans are constantly evolving. 
• Customer centric mindset. You put yourself in our client’s shoes and ensure they are receiving exceptional service. Our clients leave every interaction with a positive feeling 
• Growth mindset with the ability to pivot - Encouraging experimentation, embracing failure as an opportunity for growth, and creating a culture of continuous learning.    

Background and Experience 

• 8+ years of actuarial experience with defined benefit and/or cash balance plans. 
• ASA or EA actuarial credentials 
• Hands-on experience preparing actuarial valuations and contribution calculations. 
• Familiarity with actuarial software and industry tools (DATAIR, Pension Pro, ftwilliam, or similar). 
• Strong analytical and mathematical skills, with the ability to translate technical concepts for clients and team members. 
• Proven ability to manage deadlines, juggle multiple projects, and thrive in a fast-paced environment. 
• Excellent communication skills and the ability to work both independently and collaboratively. 

What Can We Offer You? 

• Competitive base salary and bonus structure commensurate with experience and skills, with ample opportunities for career advancement. 
• Employer-paid monthly premiums for health insurance, along with employee-paid options for dental, vision, and living benefits. 
• Career and growth opportunities for team members looking to advance, with paid-for continuing education and conference attendance. 
• Generous vacation and sick leave, starting with up to 16 days of paid time off in the first year and increasing with tenure. 
• Paid Company holidays throughout the year. 
• Non-elective profit-sharing plan. 
• An environment that prioritizes work-life balance and minimizes "deadline mayhem." 
• Continuity of employment, as we are committed to remaining independent and not being sold like other TPAs in the industry. 

Where Will You Work? 

• We prefer our team members to be located near one of our office locations or open to commuting/traveling there for training and special events. However, the position is open to exceptional remote candidates. 

At The Pension Source, we recognize that our team members are our greatest asset, and we are dedicated to empowering you through professional development and a healthy work-life balance. We celebrate your success and are actively expanding internal growth opportunities, allowing you to build a rewarding career with us. 

If you are passionate about retirement plan administration and ready to join us, we invite you to apply through our link below. 

How to Apply

Apply Now

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