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Enrolled Actuary

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: CPS, Inc.
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 140000 USD Yearly USD 140000.00 YEAR
Job Description & How to Apply Below
Position: Enrolled Actuary - up to $140k

We are seeking a seasoned Enrolled Actuary to join our team, with a focus on small plans comprising fewer than 100 participants. The ideal candidate should possess in-depth expertise in small business retirement plan matters. Responsibilities include conducting calculations for DB, CB, and DB/DC plans, as well as completing Form 5500/Schedule SB and performing comprehensive IRS non-discrimination testing.

Requirements
  • EA Credentials and 5+ years of experience with small business Defined Benefit, Cash Balance and Defined Contribution Plans.
  • Consultation on contribution calculations and combined plan non-discrimination testing for DB and CB plans with team members
  • Preparation of the annual administration package (valuation report, participant statements, and Form 5500) for delivery to the client
  • Preparation of PBGC filings and AFTAP Certifications
  • Consultation on plan terminations filed with IRS and PBGC
  • Calculate distributions from DB Plans and prepare the appropriate election forms for the participant
Benefits
  • Health and Dental Insurance
  • 401(k) Plan and Cash Balance Plan with Employer contributions
  • Paid Time Off

Salary will be based on experience.

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