Role Description
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:
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Compliance testing
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Government reporting
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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.
Location: Fully remote (U.S.-based candidates only)
Qualifications
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3β5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
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Enrolled Actuary (EA) designation required
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Strong knowledge of nondiscrimination testing and compliance requirements
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Experience with Defined Benefit/Cash Balance valuations and PBGC filings
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Familiarity with advanced cross-testing concepts
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Proficiency in Microsoft Office (Excel, Word, Outlook)
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Experience with Relius, FT William, or similar administration systems
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Strong project management skills and attention to detail
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Comfortable working in a fast-paced, evolving environment
Requirements
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Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
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Prepare and file PBGC reports for applicable Defined Benefit plans
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Stay current on industry trends and legislative changes impacting retirement plans
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Review and interpret plan documents and amendments
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Advise clients on plan design strategies and contribution structures
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Review 401(k) valuations, trust accounting, and government reporting
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Perform and analyze nondiscrimination testing
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Support actuarial valuations, AFTAP certifications, and Schedule B filings
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Calculate participant benefits and provide ongoing client support
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Collaborate across teams to ensure accurate and timely plan administration
Benefits
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The anticipated base salary for this position is $110,000+ annually, with final compensation based on experience, skills, and geographic location.
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Flexible Workplace β Hybrid and remote options available for many roles.
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Unlimited PTO β Competitive paid time off, including flexible & unlimited options.
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Inclusive Environment β A culture that values diversity, collaboration, and respect.
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Growth Opportunities β Support for ongoing learning and career development.
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Comprehensive Benefits β Health, dental, vision, life, and disability coverage.
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Workplace Perks β Incentive bonus programs, flexible hours, & more.
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Specific benefits and programs may vary by partner and position.