Actuarial Support
$130,500–$130,500 year
RemoteUnited States
Job Summary
Provide expert guidance on combo plan design, compliance, and administration while supporting customer inquiries and troubleshooting plan-specific issues. Collaborate with software developers to propose and refine features that enhance plan administration tools, and participate in testing and validation to ensure actuarial accuracy. Contribute to training materials, interpret regulatory changes for actionable system updates, and offer insights during product planning sessions. This role strengthens customer support capabilities for the small plan retirement market, requiring deep experience with defined contribution administration and ERISA regulations.
Required Qualifications
- EA designation required, with current enrollment status
- Minimum 5 years of experience in retirement plan administration, with a focus on combo plans including DC administration
- Strong understanding of ERISA, IRS, and DOL regulations applicable to small retirement plans
- Proven ability to communicate complex actuarial concepts to non-actuarial audiences
- Experience working with retirement plan software platforms and contributing to feature development
- Excellent organizational, analytical, and problem-solving skills
- Proficiency in Microsoft Office and familiarity with data analysis tools
- Prior experience in a client-facing support role
- Ability to work independently and collaboratively in a fast-paced environment
Desired Qualifications
- Familiarity with our software or other pension administration software is highly desirable
- Exposure to software testing or QA processes
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