Actuary

Pentegra Services, Inc.; Oregon; Hybrid; USD 120,000 - 160,000; Full time

Job summary

Pentegra Services, Inc. seeks an experienced Enrolled Actuary to support the annual administration of Single Employer Small Plan Pension (Defined Benefit) plans.

This is a fully remote position, enabling collaboration with internal teams across locations. The role involves leading valuations, regulatory filings, and benefit calculations; ensuring compliance with IRS rules and PBGC filings; and guiding plan design and project work.

Qualifications

• Enrolled Actuary (EA) designation is required.
• College degree required.
• 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.

Responsibilities

• Actuarial valuations and certifications: review and perform funding valuations for defined benefit plans; sign actuarial certifications and reports.
• Regulatory filings and compliance: review and sign Form 5500 Schedule SBs, PBGC filings, valuation reports, and AFTAPs; ensure IRS funding regulations compliance.
• Technical review: review valuation outputs, benefit calculations, and testing; ensure accuracy and consistency.
• Benefit calculations: oversee participant benefit calculations and RMDs per plan provisions and IRS requirements.
• Non-discrimination testing: review 410(b), 401(a)(26), and 401(a)(4) testing results and methods.
• Plan design and new business support: assist with new plan proposals, review plan documents, advise on design and funding strategies.
• Plan amendments and special projects: review and approve amendments, projections, and PBGC terminations.

Skills

Attention to detail

Communication skills

Time management

Education

Enrolled Actuary (EA) Designation

Tools

Microsoft Office

Excel

Word

Job description

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.

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


• College degree required


• 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


• 412(e) plan experience