Enrolled Actuary, (AUI)

About the role

The Enrolled Actuary will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. They will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.

Key Responsibilities

• Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
• Prepare and file PBGC reports for applicable Defined Benefit plans
• Stay current on industry trends and legislative changes impacting retirement plans
• Review and interpret plan documents and amendments
• Advise clients on plan design strategies and contribution structures
• Review 401(k) valuations, trust accounting, and government reporting
• Perform and analyze nondiscrimination testing
• Support actuarial valuations, AFTAP certifications, and Schedule B filings
• Calculate participant benefits and provide ongoing client support
• Collaborate across teams to ensure accurate and timely plan administration

Qualifications

• 3-5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
• Enrolled Actuary (EA) designation required
• Strong knowledge of nondiscrimination testing and compliance requirements
• Experience with Defined Benefit/Cash Balance valuations and PBGC filings
• Familiarity with advanced cross-testing concepts
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience with Relius, FT William, or similar administration systems
• Strong project management skills and attention to detail
• Comfortable working in a fast-paced, evolving environment

Pay

The anticipated pay range for this position is $110,000+ annually.