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Senior Actuarial Analyst - Cash Balance

Definiti LLC

in Remote

Logo for Definiti LLC

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

We are actively recruiting a Senior Actuarial Analyst to join our remote team. The primary focus will be on cash balance pension plans with less than 100 participants that are tested in combination with a defined contribution plan. You will be working closely with a team of enrolled actuaries and direct client interaction is expected.

Primary Duties and Responsibilities

  • Request, organize, and review Plan & Participant data
  • Review & Reconcile Plan Asset Data
  • Review Plan document and establish plan specifications within the ASC valuation system
  • Prepare Annual Valuations in ASC for review and approval by Actuary
  • Perform CB/401(k) Combo Annual IRS Coverage and Non-Discrimination testing (401a4, 410b, 401a26)
  • Preparation of benefit calculations for terminated/retiring participants including calculation of optional forms of payment
  • Plan Termination calculations for PBGC and non-PBGC covered Defined Benefit Plans
  • Monitor and prepare Required Minimum Distribution calculations
  • Prepare Government Form 5500s, Schedule SB, PBGC premium filing, 8955-SSA
  • Complete Cash Balance/Defined Benefit Plan Projections upon request
  • Work closely with RPC (Retirement Plan Consultant) to service case of Cash Balance/401k Combination Plans.

Requirements

  • This position requires extensive experience working with small market Cash Balance/Defined Benefit/401(k) Combo plans.
  • Proficiency in CB/401k Combo Plan Cross Testing
  • Proficiency with ASC Valuation system
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Team Oriented with experience interacting with vendors, clients, advisors and coworkers
  • Ability to analyze complex Cash Balance & Defined Benefit Plan issues and provide solutions
  • Ability to work independently and as part of a team in a fast-paced environment

Education and Qualifications

  • 3+ years of prior work experience with CB/DB/401k Combo Plans
  • Experience with ASC Software System required
  • ASPPA Designations preferred

How to Apply

Apply Now


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