Actuary Analyst

ERISA Services Inc; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully remote work

Bonus opportunities

Education & training

Career growth

Job summary

ERISA Services is seeking a skilled Actuary Analyst to provide crucial actuarial support for traditional defined benefit and cash balance plans. The role involves valuations, testing, data analysis, and regulatory reporting under ERISA and IRS/DOL rules.

You will collaborate with internal teams to design and implement DB/CB plans, participate in corrective actions, and contribute to process improvements and ERISA University training.

Qualifications

• Minimum of five years of defined benefit and cash balance plan experience.
• Experience with actuarial valuation software (e.g., ProVal, FTWilliam, ASC, or similar).
• Proficiency with TPA systems such as PensionPro and document compliance tools.
• Strong analytical and communication skills with a client-first mindset.

Responsibilities

• Assist Actuary in actuarial services, including preparation of valuations, nondiscrimination testing, contribution calculations, benefit calculations, government filings, and plan terminations.
• Design and consult on new and existing DB/CB plans, ensuring alignment with client objectives and regulatory requirements.
• Lead or support corrective actions such as VCPs, SCPs, and audit support.
• Collaborate with the Plan Design, Compliance, Document, and Onboarding teams to ensure smooth transitions and plan implementations.
• Support internal training programs and ERISA University curriculum related to DB and CB plans.
• Assist in improving operational efficiency through automation, system enhancements, and scalable processes.

Job description

Build Your Career with a Company That Invests in Its People

Are you looking for a career, not just another job?

AtERISA Services, we believe people do their best work when they are supported, challenged, and genuinely valued. We're proud to have been recognized as a Top Workplace since 2020 because of feedback from our own employees.

Our culture is built on trust, teamwork, integrity, and a shared commitment to delivering exceptional service to our clients, advisors and each other.

As a leading Third-Party Administrator (TPA), we help employers successfully manage their retirement plans while building lasting relationships with our clients and business partners.

We are looking for a motivatedActuary Analyst who takes pride in accuracy, and thrives in a fast-paced, collaborative environment. If you're looking for a company that values professional development and offers opportunities to grow your career, we'd love to hear from you.

About the Role

The Actuarial Analyst provides essential support to the Actuary in delivering high-quality actuarial services for traditional defined benefit (DB) and cash balance (CB) plans. This role assists with plan valuations, compliance testing, data analysis, reporting, and documentation, ensuring accuracy and timely delivery under ERISA and IRS/DOL regulations. The Actuarial Analyst works closely with the Actuary and internal teams, gaining exposure to complex retirement plan designs and consulting processes while building technical expertise.

• Advanced knowledge of ERISA, IRC Sections 412 and 430, and applicable IRS/DOL regulations.
• Experience with actuarial valuation software (e.g., ProVal, FTWilliam, ASC, or similar).
• Proficiency with TPA systems such as PensionPro and document compliance tools.
• Strong analytical and communication skills with a client-first mindset.

Position responsibilities:

• Assist Actuary in actuarial services, including preparation of valuations, nondiscrimination testing, contribution calculations, benefit calculations, government filings, and plan terminations.
• Design and consult on new and existing DB/CB plans, ensuring alignment with client objectives and regulatory requirements.
• Lead or support corrective actions such as VCPs, SCPs, and audit support.
• Collaborate with the Plan Design, Compliance, Document, and Onboarding teams to ensure smooth transitions and plan implementations.
• Support internal training programs and ERISA University curriculum related to DB and CB plans.
• Assist in improving operational efficiency through automation, system enhancements, and scalable processes.

Essential skills and experience:

• Minimum of five years of defined benefit and cash balance plan experience.

Reporting to this position:

• None

Why Join ERISA Services?

We believe our people are our greatest asset and are committed to helping them succeed.

When you join ERISA Services, you'll enjoy:

• A fully remote work environment.
• A collaborative and supportive team culture.
• Competitive compensation and benefits package.
• Quarterly bonus opportunities based on meeting team and company goals.
• Ongoing education and training opportunities.
• Opportunities for career growth and advancement.
• The opportunity to become an expert in retirement plan administration.

Our Core Values

Everything we do is guided by our core values:

• Humble
• Smart
• Run to the Awkward
• They Deserve Our Best
• You've Got This

If these values describe how you approach your work, you'll fit right in.

We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

ERISA Services is a Drug-Free Workplace, E-Verify Employer, and Equal Opportunity Employer.

We are committed to creating an inclusive workplace where all qualified applicants receive consideration for employment without regard to race, color, religion, creed, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.