Enrolled Actuary

Actuaries Unlimited (AUI)

Completely RemoteFull TimeFinance & Banking
Posted Yesterday

Job description

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

Requirements

  • 3-5+ years of retirement plan experience
  • Enrolled Actuary (EA) designation required
  • Expertise in Defined Benefit and/or Cash Balance plans
  • Knowledge of nondiscrimination testing and compliance requirements
  • Experience with PBGC filings
  • Familiarity with advanced cross-testing concepts
  • Proficiency in Microsoft Office (Excel, Word, Outlook)
  • Experience with Relius, FT William, or similar administration systems

Benefits

  • Flexible workplace options
  • Flexible PTO including unlimited options
  • Comprehensive health, dental, vision, life, and disability coverage
  • Growth and career development support
  • Incentive bonus programs

About the Company

Actuaries Unlimited (AUI), a Strongpoint Partner, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions.

Skills & tools

ActuarialFinanceInsurance

What the team is looking for

Use this list as a quick fit check before you apply.

  1. 01Enrolled Actuary (EA) designation
  2. 023-5+ years retirement plan experience
  3. 03Defined Benefit/Cash Balance expertise
  4. 04Proficiency in Microsoft Office
  5. 05Experience with Relius or FT William
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