Actuarial Support Lead

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 as our Actuarial Support Lead and join our Support team. 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.

• Lead and manage a team of accredited specialists, including actuarial and other professionals
• 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
• Demonstrated experience leading, managing or mentoring professional support or technical teams in a client service environment
• Prowess in communicating 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
• Familiarity with our software is highly desirable
• Prior experience in a client-facing support role
• Exposure to software testing or QA processes
• Ability to work independently and collaboratively in a fast-paced environment
• Commitment to continuous learning and professional development

Total Rewards

• Paid time off
• Profit Sharing through our bonus programs
• Opportunity to participate in the CSI Employee Stock Purchase Plan