Actuarial Support

About The Team

Joining our team means becoming an integral part of a collaborative environment where your actuarial expertise directly shapes the future of retirement plan administration. You will work closely with skilled professionals in actuarial, support, and development, contributing to innovative software solutions that empower clients in the small plan retirement market. Your insights will drive improvements in plan design, compliance, and system functionality, ensuring our platform remains at the forefront of industry standards.

About The Role

CalcAir Employee Benefit Systems, Inc. is seeking a highly skilled and motivated Enrolled Actuary to serve on our Actuarial Support team, alongside a team of accredited specialists, including actuarial and other professionals. This role is designed to strengthen our customer support capabilities and contribute to the development, implementation, and testing of software features that empower our clients in the small plan retirement market. The ideal candidate will have deep experience with combo plans (DB/DC) and defined contribution administration, and will collaborate closely with our actuarial, support, and development teams.

Tasks

• Provide expert guidance on combo plan design, compliance, and administration
• Support customer inquiries and troubleshoot plan-specific issues with precision and clarity
• Collaborate with software developers to propose and refine features that enhance plan administration tools
• Participate in testing and validation of new software functionalities, ensuring actuarial accuracy and usability
• Contribute to training materials and client education initiatives related to retirement plan features
• Offer insights during product planning sessions to align actuarial needs with technical capabilities

About You

• EA designation required, with current enrollment status
• Minimum 5 years of experience in retirement plan administration, with a focus on combo plans including DC administration
• Strong understanding of ERISA, IRS, and DOL regulations applicable to small retirement plans
• Proven ability to communicate complex actuarial concepts to non-actuarial audiences
• Experience working with retirement plan software platforms and contributing to feature development
• Excellent organizational, analytical, and problem-solving skills
• Proficiency in Microsoft Office and familiarity with data analysis tools
• Prior experience in a client-facing support role
• Able to work independently and collaboratively in a fast-paced environment
• Commitment to continuous learning and professional development

Nice to Have

• Familiarity with our software or other pension administration software is highly desirable
• Exposure to software testing or QA processes

Total Rewards

• Paid time off
• Total Rewards Package
• Profit Sharing through our bonus programs
• CSI Employee Stock Purchase Plan

What's Important To Us

• Customers are our Compass: We're customer focused and design our experiences and products with our customers in mind. We make long-term investments - in people, technology, and customers.
• Curiosity-led: learning is the key to success, sharing expertise and best practices is how we grow together. We get 1% better every day.
• Collective by nature: We share best practices and experiences with one another. We communicate clearly and transparently and lean into candid, direct feedback.
• Human-Centered, AI-Supported: We may use AI tools to support and streamline parts of our recruitment process, such as scheduling, application review, and note-taking. AI helps us work more efficiently and consistently, but it never replaces human judgment. All hiring decisions are made by people not machines. Interviews are conducted by real team members who want to get to know you and your experience. AI is used to reduce bias, improve fairness and streamline processes, while keeping human connection and individual stories at the heart of our process

FLSA Designation (US Only)

The estimated base salary range for this role is USD$130,500.00 - USD$159,500.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only)

This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.

Benefits (US Only)

• Full time employees will also be eligible for enrollment in a wide range of choices of benefits, including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time Off (US Only)

• The Company provides a minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

Note

• If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins.
• Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.