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Small Plan Actuarial Consultant

Provide full TPA and actuarial services for Defined Benefit, Cash Balance and Combination Plans.

Job Description

Primary Responsibilities Include

  • Retirement plan administration, including
    • Trust accounting
    • Eligibility and vesting calculations
    • Preparation of valuation reports and participant statements
    • Contribution calculations
    • Distribution processing and loan administration
  • Preparing Form 5500 filings and PBGC filings
  • Performing discrimination testing, including paired DB/DC plans
  • Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
  • Analyzing and resolving client questions
  • Coordinating and directing client activities with other team members
  • Preparing proposals for new client work and/or new work for existing clients


  • Preferred: Enrolled Actuary with three to five years of experience with small pension plans. We will also consider someone that has passed one or more of the EA exams.
  • Excellent oral and written communication skills
  • Excellent command of the English language
  • Ability to work on several projects simultaneously
  • Exceptional attention to detail
  • Exceptional customer relations skills
  • Ability to work in a team environment
  • Experience using software/programming skills to analyze and solve problems
  • Strong computer skills

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