Enrolled Actuary (EA)-Remote

ABOUT OUR CLIENT :

MP's client is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets.

Our client is seeking a Enrolled Actuary (EA) for our clients growing defined benefit practice. The clients are private sector businesses.

WHAT YOU WILL DO :

Responsibilities include reviewing actuarial valuations, 5500 Sch SBs, PBGC filings, benefit calculation reviews, and compliance testing, along with handling daily plan administration issues.

The position will have significant direct contact with clients. Additionally, the position will support our sales team for actuarial plan designs. Our clients typically include traditional and cash balance plans, with an emphasis on small plans.

WHAT YOU NEED :

• Enrolled Actuary (EA) credentials
• Familiarity with actuarial and compliance issues specific to small plans
• Substantial experience with cash balance plans
• Familiarity with defined contribution plans
• Combo plan testing experience (401a4, 401a26, 410b, 415c, etc)
• Knowledge of Sch C and K-1 issues as it relates to the determination of earned income
• Ability to prepare sales illustrations
• While not required, experience with Relius Administration / Actuarial is a plus. Experience with ASC 715 is also a plus.

ADDITIONAL INFORMATION :