Enrolled Actuary: Retirement Plan Specialist

Perseus Group, Constellation Software; United States; Remote; USD 131,000 - 160,000; Full time

Benefits offered by this job

Profit sharing bonus

CSI Employee Stock Purchase Plan

Comprehensive benefits

Paid time off

Job summary

CalcAir Employee Benefit Systems, Inc. seeks an Enrolled Actuary to strengthen our Actuarial Support team. This role focuses on retirement plan administration for small plans, especially combo (DB/DC) structures, with collaboration across actuarial, support, and development teams.

The candidate will contribute to software feature development, testing, and documentation, ensuring accuracy and usability while supporting clients in a fast-paced, client-facing environment.

Qualifications

• EA designation required and current enrollment status.
• Minimum 5 years of experience in retirement plan administration with focus on combo plans (DB/DC)
• Experience with ERISA, IRS, and DOL regulations for small retirement plans
• Ability to translate actuarial concepts for non-actuarial audiences

Responsibilities

• Provide guidance on combo plan design, compliance, and administration
• Support inquiries and troubleshoot plan-specific issues for clients
• Collaborate with software developers to refine plan administration features
• Participate in testing and validation of new software functionalities
• Contribute to training materials and client education on retirement plan features
• Interpret regulatory changes and translate into actionable system updates
• Offer insights during product planning to align actuarial needs with technical capabilities

Skills

EA designation

Combo plans knowledge

Regulatory knowledge (ERISA/IRS/DOL)

Communication to non-actuaries

Client-facing experience

Microsoft Office proficiency

Data analysis tools

Education

Enrolled Actuary designation (EA)

Tools

Retirement plan software platforms

Microsoft Office

Job description

CalcAir Employee Benefit Systems, Inc. seeks an Enrolled Actuary to strengthen our Actuarial Support team. This role focuses on retirement plan administration for small plans, especially combo (DB/DC) structures, with collaboration across actuarial, support, and development teams.

The candidate will contribute to software feature development, testing, and documentation, ensuring accuracy and usability while supporting clients in a fast-paced, client-facing environment.