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

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

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.

Enrolled Actuary, AUI

Key skills