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PCS Retirement

PCS Retirement is one of the largest independent and conflict-free retirement solution providers.

Enrolled Actuary

Location

United States

Posted

42 days ago

Salary

$108K - $140K / year

Seniority

Senior

Professional Certificate5 yrs expEnglish

Job Description

Enrolled Actuary

PCS Retirement

• 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 Analyst • 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.

Job Requirements

  • Enrolled Actuary certification (or nearing enrollment)
  • 5+ years of experience in defined benefit plan administration
  • Passion for client service
  • Preferred: FT Williams valuation software experience
  • 1+ year of small plan sales projection experience

Benefits

  • 401(k) match
  • medical
  • dental
  • vision
  • life insurance
  • short and long term disability
  • paid-time off

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