Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients.
Prepare and facilitate PBGC filings for covered Defined Benefit Plans.
Maintain industry knowledge and share information with client and team members.
Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements.
Discuss plan design changes and options with clients.
Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.
Perform benefit calculations, valuations, AFTAP and schedule SBs.

3-5+ years of small plan DB experience
Enrolled Actuary designation to sign documents is preferred.
Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements.
Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.

Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.

Actuary/Cash Balance Specialist

Key skills