Enrolled Actuary, (AUI)
Core
Enrolled Actuary performing compliance testing, government reporting, and plan design guidance for small business retirement plans.
Role type
Enrolled Actuary (Defined Benefit/Defined Contribution)
Builds
Retirement plan compliance filings and actuarial valuations for small-to-mid-sized businesses
Domain
Retirement services / Actuarial science
Required skills
Enrolled Actuary designation, Defined Benefit/Cash Balance valuation, PBGC filing, non-discrimination testing, 401(k) administration, plan design, trust accounting, AFTAP/Schedule B calculations
Preferred skills
Small business defined benefit plan experience, Relius/FT William proficiency, advanced cross-testing concepts
Technologies
Relius, FT William, MS Office
Responsibilities
Prepare and facilitate PBGC filings for covered Defined Benefit Plans, Perform non-discrimination testing, Discuss plan design changes and options with clients, Review 401(k) valuations and trust accounting, Perform benefit calculations, valuations, AFTAP and schedule B, Interpret legal plan documents and amendments
Seniority
Mid-level, hands-on IC