Remote Enrolled Actuary | Small Plan Specialist & Mentor

PCS Retirement, LLC; Pennsylvania; On-site; USD 108,000 - 140,000; Full time

Job summary

DWC, a subsidiary of FSG, seeks an experienced Enrolled Actuary to lead small plan administration from inception to termination and mentor junior staff. You will review work by plan consultants and consult internally and externally on complex actuarial issues.

Projects from sales projections to plan termination filings and calculations are all part of the day-to-day responsibilities of an EA. The average salary for this position is between $108,000-$140,000 per year; base pay varies by location,

Qualifications

• Enrolled Actuary certification (or nearing enrollment).
• 5+ years of experience in defined benefit plan administration.
• Passion for client service.

Responsibilities

• Review and sign government filings (Form 5500 with Schedule SBs, PBGC premiums, 8955-SSA).
• Review annual regulatory compliance testing for complex plans.
• Review and communicate results related to the actuarial valuation process.
• Maintain turnaround time to meet clients' requirements and the department's timing standards.
• Review and deliver the participant annual funding notice and actuarial AFTAP certification.
• Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits.
• Demonstrate technical proficiency with various software applications to become efficient in completing client assignments.
• Serve as a technical resource to Actuarial Analysts.
• Demonstrate strong technical knowledge of ERISA requirements.
• Consult on major plan sponsor decisions such as plan updates, plan termination, funding requirements, etc.
• Develop proposal illustrations for new plans or proposed plan changes.
• Prepare and submit plan termination filings such as the PBGC 500 and 501 or IRS Form 5310. Respond to audit questions.
• This position does not require management of actuarial analysts/consultants (but can include training).

Skills

Small plan sales projection experience

Client service orientation

Education

Enrolled Actuary certification (or near enrollment)

Tools

FT Williams valuation software

Job description

DWC, a subsidiary of FSG, seeks an experienced Enrolled Actuary to lead small plan administration from inception to termination and mentor junior staff. You will review work by plan consultants and consult internally and externally on complex actuarial issues.

Projects from sales projections to plan termination filings and calculations are all part of the day-to-day responsibilities of an EA. The average salary for this position is between $108,000-$140,000 per year; base pay varies by location,