Enrolled Actuary, (AUI)
Core
Deliver actuarial and consulting services for small business retirement plans, including compliance testing, government reporting, and plan design.
Role type
Enrolled Actuary (Defined Benefit/Cash Balance)
Builds
Pension administration and retirement benefits consulting solutions
Domain
Retirement benefits / Small business finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Defined Benefit plan valuation, Cash Balance plan valuation, PBGC reporting, Nondiscrimination testing, Plan document interpretation, 401(k) trust accounting, AFTAP certification, Schedule B filings, Relius/FT William proficiency
Preferred skills
Advanced cross-testing concepts, Microsoft Office proficiency, Project management
Responsibilities
Interpret and communicate Defined Benefit and Cash Balance plan valuation results, Prepare and file PBGC reports, Review and interpret plan documents and amendments, Advise clients on plan design strategies and contribution structures, Perform and analyze nondiscrimination testing, Calculate participant benefits and provide ongoing client support
Seniority
Mid-level, hands-on IC