WineFetch · 2 months ago
Enrolled Actuary
United States
Full-time
Remote
Mid Level
$80K/yr - $120K/yr
3+ years expCalcAir is a division of Constellation Software that specializes in benefits software and services. The Enrolled Actuary will join the Retirement Plan Services team to provide expert guidance on combo plan design and collaborate with various teams to enhance software features for clients in the small plan retirement market.
E-CommerceMarketing AutomationRetailRetail TechnologyWine And Spirits
Responsibilities
Provide expert guidance on combo plan design, compliance, and administration
Support customer inquiries and troubleshoot plan-specific issues with precision and clarity
Collaborate with software developers to propose and refine features that enhance plan administration tools
Participate in testing and validation of new software functionalities, ensuring actuarial accuracy and usability
Contribute to training materials and client education initiatives related to retirement plan features
Assist in interpreting regulatory changes and translating them into actionable system updates
Offer insights during product planning sessions to align actuarial needs with technical capabilities
Qualification
Required
EA designation required, with current enrollment status
Minimum 3 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 nonactuarial 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
Ability to work independently and collaboratively in a fast-paced environment
Commitment to continuous learning and professional development
Preferred
Familiarity with our software is highly desirable
Prior experience in a client-facing support role
Exposure to software testing or QA processes
Benefits
Employees are enrolled in a comprehensive benefits package
Vacation and floater days
Employees have access to Profit Sharing through our bonus programs
All employees have the opportunity to participate in the CSI Employee Stock Purchase Plan
Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
Company
WineFetch
WineFetch is an e-commerce and marketing platform for the retail wine and spirits industry
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2019-03-15Acquired
Leadership Team
Matthew R.
Chief Revenue Officer
Company data provided by crunchbase