Remote Enrolled Actuary – DB & Cash Balance Valuations

PRIME PENSIONS INC; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual performance reviews

Bonus opportunities

Medical, dental, and vision insurance

Health Savings Account (HSA)

Life insurance

401(k) retirement plan

Job summary

Prime Pensions, Inc. is seeking a DB Enrolled Actuary to perform and review actuarial valuations and regulatory filings for defined benefit and cash balance plans.

You will collaborate with consultants to deliver timely, high-quality service to small-plan clients. Candidates should have at least five years in the pension industry, an Enrolled Actuary designation (or near completion), and proficiency with valuation software and Microsoft products.

Qualifications

• Bachelor's degree in actuarial science, math, or math-related field.
• Minimum 5 years experience in the pension industry.
• Enrolled Actuary designation (or near completion).
• Demonstrated expertise with Microsoft and valuation applications, FT William preferred.
• Strong knowledge of pension plan testing regulations (e.g., 401(a)(26), 401(a)(4), 410(b), top heavy, 404 deductibility).

Responsibilities

• Complete, review, and certify annual funding valuations for defined benefit, cash balance, and DB/DC plans.
• Perform and review required compliance testing (IRC 401(a)(26), 401(a)(4), 410(b), top-heavy, 404).
• Review plan documents and amendments for accuracy and regulatory compliance.
• Apply IRC Section 415 limits and other pension regulations.
• Use valuation software and Microsoft applications to complete actuarial analyses and deliverables.
• Communicate actuarial findings clearly to consultants and stakeholders.
• Maintain current knowledge of pension laws, regulations, and professional requirements.

Skills

Actuarial analysis

Regulatory compliance

Plan testing

Education

Bachelor's degree in actuarial science, math, or math-related field

Tools

Valuation software

Microsoft applications

FT William

Job description

Prime Pensions, Inc. is seeking a DB Enrolled Actuary to perform and review actuarial valuations and regulatory filings for defined benefit and cash balance plans.

You will collaborate with consultants to deliver timely, high-quality service to small-plan clients. Candidates should have at least five years in the pension industry, an Enrolled Actuary designation (or near completion), and proficiency with valuation software and Microsoft products.