Enrolled Actuary, (AUI)
About The Position
Actuaries Unlimited (AUI) is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace. This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization. This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.
Requirements
- 3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
- Enrolled Actuary (EA) designation required
- Strong knowledge of nondiscrimination testing and compliance requirements
- Experience with Defined Benefit/Cash Balance valuations and PBGC filings
- Familiarity with advanced cross-testing concepts
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Experience with Relius, FT William, or similar administration systems
- Strong project management skills and attention to detail
- Comfortable working in a fast-paced, evolving environment
Responsibilities
- Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
- Prepare and file PBGC reports for applicable Defined Benefit plans
- Stay current on industry trends and legislative changes impacting retirement plans
- Review and interpret plan documents and amendments
- Advise clients on plan design strategies and contribution structures
- Review 401(k) valuations, trust accounting, and government reporting
- Perform and analyze nondiscrimination testing
- Support actuarial valuations, AFTAP certifications, and Schedule B filings
- Calculate participant benefits and provide ongoing client support
- Collaborate across teams to ensure accurate and timely plan administration
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
