Senior DB Enrolled Actuary — Remote/CA

PRIME PENSIONS INC; California City (CA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance.

Health Savings Account (HSA)

Life insurance

401(k) retirement plan with employer

Paid time off

Professional development opportunities

Job summary

Prime Pensions, Inc. seeks a DB Enrolled Actuary to perform and review valuations, compliance testing, plan design, and regulatory filings for defined benefit and cash balance plans.

This role partners with consultants to deliver accurate, timely service to small-plan clients. The ideal candidate is an experienced retirement plan professional with Enrolled Actuary designation and 5+ years in the pension field, strong communication, and proficiency with valuation software and MS Office.

Qualifications

• Bachelor's degree in actuarial science, math or related field.
• Minimum 5 years experience in the pension industry.
• Enrolled Actuary designation (may be close to final exam).
• Strong verbal/written communication, analytical, and critical thinking skills.
• Proficiency with Microsoft and valuation applications, FT William preferred.
• Experience reviewing funding valuations for owner-only and small plans.

Responsibilities

• Complete, review, and certify annual funding valuations for defined benefit, cash balance, and DB/DC combination plans.
• Perform and review required compliance testing, including IRC sections 401(a)(26), 401(a)(4), 410(b), top-heavy, and 404 deductibility testing.
• Prepare plan-design proposals and cost studies aligned with client objectives.
• Review plan documents and amendments for accuracy and regulatory compliance.
• Review Schedule SB filings, AFTAP certifications, and Annual Funding Notices.
• Determine PBGC coverage and support annual premium filings.
• Perform plan-termination calculations and assist with termination and wind-down strategies.
• Apply IRC Section 415 limits and other applicable pension regulations.
• Use valuation software and Microsoft applications to complete actuarial analyses and deliverables.
• Collaborate with consultants to resolve technical issues and meet client needs.
• Communicate actuarial findings clearly to consultants and other stakeholders.
• Maintain current knowledge of pension laws, regulations, and professional requirements.

Skills

Verbal and written communication

Analytical thinking

Critical thinking

Microsoft Office proficiency

Valuation software familiarity

Education

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

Enrolled Actuary designation

Minimum 5 years pension industry experience

Tools

FT William

Job description

Prime Pensions, Inc. seeks a DB Enrolled Actuary to perform and review valuations, compliance testing, plan design, and regulatory filings for defined benefit and cash balance plans.

This role partners with consultants to deliver accurate, timely service to small-plan clients. The ideal candidate is an experienced retirement plan professional with Enrolled Actuary designation and 5+ years in the pension field, strong communication, and proficiency with valuation software and MS Office.