Enrolled Actuary - small plan - 100% Remote

REMOTE, IL | Fully Remote

Posted: 07/09/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.3.13.1 Remote: Remote Experience:

Job Description

We are seeking a seasoned Enrolled Actuary to join our team, with a focus on small plans comprising fewer than 100 participants. The ideal candidate should possess in-depth expertise in small business retirement plan matters. Responsibilities include conducting calculations for DB, CB, and DB/DC plans, as well as completing Form 5500/Schedule SB and performing comprehensive IRS non-discrimination testing.


  • EA Credentials and 5+ years of experience with small business Defined Benefit, Cash Balance and Defined Contribution Plans.
  • Consultation on contribution calculations and combined plan non-discrimination testing for DB and CB plans with team members
  • Preparation of the annual administration package (valuation report, participant statements, and Form 5500) for delivery to the client
  • Preparation of PBGC filings and AFTAP Certifications
  • Consultation on plan terminations filed with IRS and PBGC
  • Calculate distributions from DB Plans and prepare the appropriate election forms for the participant

In addition to competitive pay, we also offer:

  • Health and Dental Insurance
  • 401(k) Plan and Cash Balance Plan with Employer contributions
  • Paid Time Off

Salary will be based on experience.



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