Enrolled Actuary, Tpa Solutions

64

Not specified
Enrolled actuary designation required
Defined benefit and cash balance plan expertise
Irs code and erisa regulation knowledge
FuturePlan, a leading third-party administrator of retirement plans, seeks an Enrolled Actuary to ensure quality client deliverables and compliance with pension law. The ideal candidate will have a strong actuarial background, including necessary qualifications and experience in defined benefit plans

Job Summary

  • FuturePlan is the nation's largest third-party administrator of retirement plans, partnering with advisors in all 50 states.
  • The role involves high-level review of client deliverables including actuarial valuations, benefit statements, and plan documents.
  • Candidates must ensure service standards align with guidance from the FuturePlan Lead Actuary and organizational integrity values.

Matching Summary

Match Score: 85

FuturePlan, a leading third-party administrator of retirement plans, seeks an Enrolled Actuary to ensure quality client deliverables and compliance with pension law. The ideal candidate will have a strong actuarial background, including necessary qualifications and experience in defined benefit plans.

Skills & Requirements

Must-have

  • Enrolled Actuary designation required
  • Defined Benefit and Cash Balance plan expertise
  • IRS code and ERISA regulation knowledge
  • Advanced Excel and actuarial software skills
  • Review of client deliverables and reports

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to train staff on technical issues
  • Detail-oriented with excellent time management
  • Experience with ASC 715/960 standards
  • Team player supporting organizational culture

Key Requirements

  • Bachelor's degree in actuarial science or math
  • Enrolled Actuary designation
  • 5 years industry experience
  • Expertise in pension law and plan documents

Work Rights

Not specified

Tailored Resume

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