Role Description
CalcAir Employee Benefit Systems, Inc. is seeking a highly skilled and motivated Enrolled Actuary to serve on our Actuarial Support team, alongside a team of accredited specialists, including actuarial and other professionals. This role is designed to strengthen our customer support capabilities and contribute to the development, implementation, and testing of software features that empower our clients in the small plan retirement market. The ideal candidate will have deep experience with combo plans (DB/DC) and defined contribution administration, and will collaborate closely with our actuarial, support, and development teams.
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Provide expert guidance on combo plan design, compliance, and administration
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Support customer inquiries and troubleshoot plan-specific issues with precision and clarity
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Collaborate with software developers to propose and refine features that enhance plan administration tools
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Participate in testing and validation of new software functionalities, ensuring actuarial accuracy and usability
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Contribute to training materials and client education initiatives related to retirement plan features
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Assist in interpreting regulatory changes and translating them into actionable system updates
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Offer insights during product planning sessions to align actuarial needs with technical capabilities
Qualifications
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EA designation required, with current enrollment status
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Minimum 5 years of experience in retirement plan administration, with a focus on combo plans including DC administration
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Strong understanding of ERISA, IRS, and DOL regulations applicable to small retirement plans
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Proven ability to communicate complex actuarial concepts to non-actuarial audiences
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Experience working with retirement plan software platforms and contributing to feature development
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Excellent organizational, analytical, and problem-solving skills
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Proficiency in Microsoft Office and familiarity with data analysis tools
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Prior experience in a client-facing support role
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Ability to work independently and collaboratively in a fast-paced environment
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Commitment to continuous learning and professional development
Requirements
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Familiarity with our software or other pension administration software is highly desirable
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Exposure to software testing or QA processes
Benefits
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Employees are enrolled in a comprehensive benefits package
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Paid time off
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Employees have access to Profit Sharing through our bonus programs
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All employees have the opportunity to participate in the CSI Employee Stock Purchase Plan
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Full-time employees will also be eligible for enrollment in a wide range of choices of benefits, including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match)
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The Company provides a minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year