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Defined Contribution (DC) Plan Consultant

Independent Actuaries, Inc.

in Lake Oswego OR

Logo for Independent Actuaries, Inc.

Independent Actuaries, Inc. in Lake Oswego, Oregon (near Portland)

Independent Actuaries, Inc. (IAI) was incorporated in 1994 and is the largest independently owned actuarial consulting firm in the Pacific Northwest. We have a staff of 16 with 12 credentialed consultants. We specialize in defined benefit and defined contribution retirement plans for small businesses. We are currently in need of a DC plan consultant with a minimum 5 years of experience. Position requires in office presence, with option for part time remote work (hybrid work schedule). Would prefer full-time schedule but can accommodate part-time.

We need a consultant who will comfortably and confidently take on the following responsibilities:

  • Provide superior client service and communication
  • Assist clients with studies, plan design and implementation
  • Review/process loan and distribution requests
  • Determine contribution amounts and limits
  • Perform top-heavy, coverage and general non-discrimination testing (cross-testing)
  • Reconcile assets/trust accounting
  • Draft Form 5500s and other retirement plan related tax forms

Strongly preferred skills and attributes:

  • Ability to organize and prioritize; to set and meet deadlines
  • Excellent verbal and written communication skills
  • Familiarity with ERISA and IRC provisions and regulations and other DOL/IRS publications related to tax-qualified retirement plans
  • Proficiency in Excel, Word and Adobe Acrobat
  • Experience with Datair is a plus, though not required
  • ASPPA, NIPA or similar credential(s)

We offer:

  • Employer paid health insurance
  • Long term disability insurance
  • Long term care insurance
  • Section 125 plan (FSA and DCA)
  • 401(k) profit sharing plan
  • Paid PTO
  • Paid holidays
  • Employer paid professional dues and related education expenses
  • Flexible work hours and casual work environment

How to Apply

Please send your cover letter and resume to Libby Moore at or visit our website at for more information about our company.

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