Actuary

Pentegra Retirement Services; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Pentegra Retirement Services in the United States is seeking an experienced Enrolled Actuary to join our team and support the annual administration of Single Employer Defined Benefit pension plans. This is a fully remote role.

You will perform valuations, sign filings, oversee benefit calculations and testing, and advise on plan design and funding strategies. Five+ years of pension experience and an EA designation are required, along with strong Excel and Word skills and excellent communication.

Qualifications

• EA designation 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 & Certifications - Review and perform funding valuations for single employer defined benefit & cash balance plans. 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 across 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.

Skills

Attention to detail

Communication skills

Time management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Datair software

ftwilliam.com

5500s

PBGC Filings

Job description

Location: United States

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
• 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.