Actuary

Pentegra Services, Inc.; Idaho; Remote; USD 100,000 - 135,000; Full time

Job summary

Pentegra Services, Inc. is seeking an experienced Enrolled Actuary to support annual administration of single employer defined benefit plans. This is a fully remote role located in the United States.

The selected candidate will perform valuations, certifications, and regulatory filings, ensuring compliance with IRS funding rules and PBGC requirements. Strong Excel/Word, detail orientation, and excellent communication are essential.

Qualifications

• EA designation required.
• Five+ years of pension experience.
• Proficient in Microsoft Office, especially Excel and Word.
• Strong attention to detail.
• Excellent communication and time management skills.

Responsibilities

• Actuarial valuations & certifications – review and perform funding valuations for single employer defined benefit and cash balance plans.
• Regulatory filings & compliance – review and sign Form 5500 Schedule SBs, PBGC filings, valuation reports, and AFTAPs.
• Technical review – review valuation outputs, benefit calculations, and testing; ensure accuracy.
• Benefit calculations – oversee participant calculations and RMDs.
• Non-discrimination testing – review testing results and methodologies.
• Plan design & new business support – assist with proposals and advise on design and funding.
• Plan amendments & special projects – review amendments and PBGC terminations.

Skills

EA designation

Pension experience

Excel

Word

Attention to detail

Communication skills

Time management

Tools

Datair

ftwilliam.com

5500s

PBGC Filings

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Actuary

Full Time Professional Remote, US

3 days ago Requisition ID: 1284

Salary Range: $100,000.00 To $135,000.00 Annually

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

ACTUARY

Classification: Exempt

Job Summary: We’re seeking an experienced Enrolled Actuary to join our team and support the annual administration of Single Employer Small Plan Pension (Defined Benefit) plans. This is a fully remote position.

Responsibilities:

• Actuarial Valuations & Certifications - Review and perform funding valuations for single employer defined benefit & cash balance plans. Review and approve actuarial assumptions, methods, and results. Sign actuarial certifications and reports.
• Regulatory Filings & Compliance - Review and sign Form 5500 Schedule SBs, Comprehensive PBGC premium filings, actuarial valuation reports, and AFTAPs. Maintain compliance with IRS funding regulations and applicable pension laws.
• Technical Review - Review valuation outputs, benefit calculations, and compliance testing prepared by staff. Provide guidance and maintain accuracy and consistency across all deliverables.
• Benefit Calculations - Oversee and review participant benefit calculations and RMDs in accordance with plan provisions and IRS requirements.
• Non-Discrimination Testing – Review and validate 410(b), 401(a)(26), and 401(a)(4) testing results and methodologies.
• Plan Design & New Business Support – Assist with new plan proposals, review plan documents, and advise on plan design, funding strategies, and compliance considerations.
• Plan Amendments & Special Projects – Review and approve plan amendments, cost and funding projections, and plan termination work, including PBGC plan terminations.

Requirements:

• Enrolled Actuary (EA) Designation
• Five or more years of pension experience.
• Proficient in Microsoft Office, with strong Excel and Word skills.
• Strong attention to detail.
• Excellent communication and time management skills.

Preferred Qualifications:

• Experience with Datair software.
• Experience with ftwilliam.com, 5500s, and PBGC Filings.
• Experience working with life insurance policies held inside pension plans.