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Enrolled Actuary

TPA specializing in small plans

in Fullerton CA

This is an opportunity for an Enrolled Actuary to join our team in north Orange County, CA in a part-time capacity. We specialize exclusively in small plans (under 100 participants). We are looking for an EA to be on-site two days a week. 

Our ideal candidate has extensive knowledge of small business retirement plan issues. The candidate is capable of calculating and reviewing DB, CB, and DB/DC plans. Candidate is able to draft Schedule SB and review non-discrimination testing. Candidate is able to calculate DB distributions, prepare and review PBGC filings. Candidate will have minimal contact with employers.  

Requirements: 

  • EA Credentials and 5+ years of experience in small business DB, DC and Cash Balance plans
  • STRONG team training skills
  • Knowledge of ERISA, IRS, DOL regulations
  • Membership in one of the following: SOA, ASPPA, AAA or NIP

Responsibilities

  • Calculate, prepare, review and consult on DB and CB plans
  • Prepare, review and consult in plan terminations with IRS and PBGC 
  • Review/approve new business and takeover proposal
  • Desire and ability to train for team members
  • Desire and ability to be a resource for team members
  • Represent clients in audits, investigations, VCP filings
  • Calculate DB distributions

In addition to competitive pay, we also offer:

  • Health and Dental Insurance
  • 401(k) plan with Employer participation
  • Paid Time Off

How to Apply

If you are interested please email your resume and salary expectations to ypcfullerton@gmail.com


This ad has been viewed 1166 times. It expires on 7/21/2019.

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