Enrolled Actuary — Retirement Plan Specialist & Impact

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

Benefits offered by this job

Profit Sharing

CSI Employee Stock Purchase Plan

Comprehensive benefits package

Paid time off

Job summary

CalcAir Employee Benefit Systems, Inc. is seeking a highly skilled Enrolled Actuary to join our Actuarial Support team, working with accredited specialists to strengthen customer support and contribute to software features for small plan retirement markets.

The ideal candidate has deep experience with combo plans (DB/DC) and DC administration, EA designation, and strong ERISA/IRS/DOL knowledge, plus the ability to explain actuarial concepts to non-experts.

Qualifications

• EA designation required and active enrollment status.
• Min. 5 years in retirement plan administration with combo plans (DB/DC).
• Strong knowledge of ERISA/IRS/DOL regulations for small plans.
• Ability to explain actuarial concepts to non-actuaries.
• Experience with retirement plan software and feature development.
• Excellent organizational, analytical and problem-solving skills.
• Proficient in MS Office and data analysis tools; client-facing.
• Ability to work independently and in a fast-paced environment.

Responsibilities

• Provide expert guidance on combo plan design, compliance, and administration.
• Support customer inquiries and troubleshoot plan-specific issues with precision.
• Collaborate with software developers to propose and refine retirement features.
• Participate in testing and validation of new software functionalities.
• Contribute to training materials and client education on retirement features.
• Assist in translating regulatory changes into system updates.
• Offer actuarial insights during product planning with cross-functional teams.

Skills

Combo plan design

Retirement plan administration

ERISA/IRS/DOL regulations

Client communication

Actuarial software understanding

Microsoft Office

Data analysis

Team collaboration

Education

Enrolled Actuary (EA) designation

Tools

Microsoft Excel

Retirement plan software platforms

Job description

CalcAir Employee Benefit Systems, Inc. is seeking a highly skilled Enrolled Actuary to join our Actuarial Support team, working with accredited specialists to strengthen customer support and contribute to software features for small plan retirement markets.

The ideal candidate has deep experience with combo plans (DB/DC) and DC administration, EA designation, and strong ERISA/IRS/DOL knowledge, plus the ability to explain actuarial concepts to non-experts.