Defined Benefit Administrator​/Enrolled Actuary

Position Summary

To complete Defined Benefit retirement plan compliance and related annual administration and provide Defined Benefit support to our consultants as they service the client.

• Analyze plan documents to determine correct administrative components, and make client recommendations resulting in optimum plan operation for the client
• Determine participant eligibility
• Conduct non-discrimination testing
• Perform plan coverage testing to include: 410(b)/Highly Compensated/Top Heavy
• Confirm participant vesting
• Calculate annual plan contributions and provide guidance as limits are approached
• Prepare and Sign Schedule SB Forms/Packages, AFTAP's, Annual Funding Notices, PBGC and FASB's
• Calculate vesting and prepare termination calculations
• Prepare monthly benefit calculations
• Calculate annual employer contribution, prepare contribution letter, and communicate the contribution amount to the Consultant
• Design new plan proposals
• Assist with Takeover plans
• Enter document provisions in Datair
• Tracks all completed work in WIP, Time tracker and APC Gold programs.
• Maintain satisfactory attendance with focus on peak workload periods

• Coordinate defined benefit compliance work-flow as assigned
• Participate in group or individual discussions regarding department process or policy improvements
• Assist with training or research
• Mentor staff/coworkers with training, assistance or research
• Other duties may be assigned

• Knowledge of current IRS, DOL and PBGC regulations
• Full competency for design and testing of Floor Offset and Combined Plans
• Ability to concentrate; highly organized and detail oriented individual
• Highly skilled in plan administration, while requiring little supervision
• Strong problem solving and interpersonal skills
• Ability to maintain high degree of accuracy
• Experience with plan administration software and ability to understand and manipulate the detailed mechanics
• Ability to meet internal turnarounds and productivity requirements
• Ability to work quickly and accurately under deadlines
• Ability to interpret complex technical literature
• Ability to interpret information and utilize resources to complete work assignments
• Ability to research and propose accurate and detailed solutions to administrative questions

• Enrolled Actuary
• Bachelor's degree or equivalent experience
• 5+ years of experience administrating DB and DC Plans with minimal supervision
• Excellent math and analytical skills (supported by experience and/or related coursework)

Work is performed in an office environment and requires:

• Sitting for prolonged periods of time using a computer keyboard, mouse, and screen
• Standing and walking may require twisting, reaching, bending, crouching and kneeling
• Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less
• Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed

Work Location:

Remote or in-office (Chico or Sacramento, CA)