Remote Enrolled Actuary for Defined Benefit Plans

PRIME PENSIONS INC; Sacramento (CA); Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Annual performance reviews

Bonus opportunities

Medical, dental, and vision insurance

Health Savings Account

Life insurance

401(k) retirement plan with employer's

Job summary

Prime Pensions, Inc. is a well-established retirement plan administration and actuarial firm offering expertise in 401(k), profit sharing, defined benefit, and cash balance plans across the United States.

This DB Enrolled Actuary role performs valuations, testing, and regulatory filings, partnering with consultants to deliver accurate service to small-plan clients. The position may be performed remotely or from the Chico or Sacramento, CA office, with opportunities for professional growth and

Qualifications

• Bachelor's degree in actuarial science, math, or math-related field (required).
• Minimum 5 years experience in the pension industry.
• Enrolled Actuary designation (may be considered if studying for final exam).
• Demonstrated expertise with Microsoft and valuation applications; FT William preferred.
• Strong knowledge of pension plan testing regulations including 401(a)(26), 401(a)(4), 410(b), top heavy, and 404 deductibility testing.
• Skill in reviewing plan documents & amendments.
• Ability to integrate above to support consultants and clients.
• Support to meet continuing education requirements & maintain Enrolled Actuary designation.

Responsibilities

• Complete, review, and certify annual funding valuations for defined benefit, cash balance, and DB/DC plans.
• Perform and review required compliance testing (IRC sections 401(a)(26), 401(a)(4), 410(b), top-heavy, 404 deductibility).
• 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 valuations

Compliance testing

Pension plan testing regulations

Plan documents & amendments review

Education

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

Enrolled Actuary designation

Tools

Valuation software

Microsoft applications

Job description

Prime Pensions, Inc. is a well-established retirement plan administration and actuarial firm offering expertise in 401(k), profit sharing, defined benefit, and cash balance plans across the United States.

This DB Enrolled Actuary role performs valuations, testing, and regulatory filings, partnering with consultants to deliver accurate service to small-plan clients. The position may be performed remotely or from the Chico or Sacramento, CA office, with opportunities for professional growth and