Ascensus · 4 hours ago
Enrolled Actuary
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. They are seeking an Enrolled Actuary responsible for ensuring quality client deliverables, compliance with pension law, and providing technical training for staff. The role involves reviewing actuarial valuations, benefit statements, and plan documents while maintaining service standards aligned with organizational expectations.
ConsultingRetirementTraining
Responsibilities
Review, prepare and/or certify client projects and ensure accurate client deliverables including:
Actuarial valuations and reports
Benefit statements
Plan documents, amendments, employee communications (SPDs, etc.)
Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
IRS determination filings and PBGC (Form 500 series) termination submissions
ASC 715/960
Perform and review combined plan non-discrimination testing
Answer technical questions posed by staff
Research the Internal Revenue Code and other technical resources to resolve client issues
Provide technical training for staff
Provide back up to other teams as necessary
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Assist with other tasks and projects as assigned
Qualification
Required
Bachelor's degree in actuarial science, math or math related field
Enrolled Actuary designation with 5 years industry experience
Advanced understanding of pension law
Advanced understanding of plan documents and IRS favorable determination letters
Advanced understanding of actuarial valuations and software systems
Excellent technical/analytical skills
Ability to research technical issues
Ability to explain technical issues to all levels of associates
Good verbal and written communication skills
Demonstrated expertise with Microsoft Office, particularly Excel applications
Demonstrated expertise with industry recognized pension valuation software
Detail and accuracy oriented
Good time management skills
Team Player
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
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