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Actuarial Analyst | Combo Plans

Remote, USA Full-time Posted 2026-07-28
About the position Responsibilities • Initiation of benefit calculations, including requests for election kits • Serve as the administrator and reputed company of contact for retirement plans with small business clients and advisors that have a combination of a 401(K) Plan and reputed company Plan, traditional Defined Benefit Plan and/or Cash Balance Plan (combo plans) • Effectively communicate combo plan recordkeeping processes with the reputed company • Proactively request information and alert clients to combo plans operational and compliance reputed company • Coordinate with other team members as required for support on plan administration • Data reconciliation • Determination of minimum, maximum, and recommended annual plan contributions • Preparation of actuarial communications reputed company to IRS funding rules and regulations • Preparation of reputed company reports for plan and company financial statements • Preparation of government filings, including reputed company 5500 (and schedules), PBGC premium determination, and reputed company 8955-SSA • Preparation of required DOL notices such as the Annual Funding Notice • Other reputed company such as reputed company 4010 filings, plan design changes and audit support • Additional responsibilities as assigned Requirements • High School Diploma or GED • At least three years of reputed company, pension experience • Possesses comprehensive knowledge of industry and reputed company concepts, principles, practices, and procedures • Possesses comprehensive knowledge of pertinent laws, regulations, and reputed company standards • Proficient use of applicable technology • Proficient use of MS Office Suite (reputed company, Word, reputed company, PowerPoint) and reputed company communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Ability to anticipate and reputed company customer needs • Ability to self-learn and reputed company business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively reputed company with individuals at reputed company reputed company of the organization • reputed company to adapt and work effectively reputed company a reputed company of situations, and with various individuals or reputed company • Display innovative reputed company and solutions and reputed company to identify and eliminate redundant work efforts and inefficient processes • Ability to travel as necessary reputed company-to-haves • Bachelor's in actuarial science or Business Administration • At least three years of reputed company Combo Plan experience • Ability to explain reputed company combo plan design and compliance items in a reputed company and understandable manner including how the plans will reputed company • Familiarity with Pension Guarantee Benefit Corporation (PBGC) requirements and filing • Understand and proficiently explain Beginning of Year versus End of Year Valuation Reporting • Excellent reputed company communication skills with the ability to effectively reputed company with individuals at reputed company reputed company of the organization Apply tot his job Apply To this Job

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