The Pension Source ยท 1 day ago
Actuary
Stuart, FL
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expThe Pension Source is a company focused on retirement plan administration, seeking a Retirement Plan Actuary to support their team. The role involves reviewing actuarial valuations, calculating liabilities, analyzing compliance rules, and collaborating with internal teams to ensure high client service.
ConsultingFinanceFinancial Services
Responsibilities
Review annual actuarial valuations for defined benefit, cash balance, and combination plans
Calculate liabilities, minimum required contributions, funding projections, and benefit accruals
Analyze plan performance and year-over-year experience, identifying trends and key risk factors
Review and sign actuarial certifications and support preparation of government filings, including Schedule SB and PBGC forms
Support plan design and amendment work, modeling contribution strategies, benefit formulas, and long-term cost projections
Analyze complex compliance rules, ERISA requirements, IRS regulations, and actuarial standards to ensure plans remain fully compliant
Partner with administrators, onboarding specialists, and our business development team to structure and present DB/CB plan proposals
Conferring and teaching team members concepts to relay but also talking to all parties as needed to help the team
Conduct high-level research on technical issues, regulatory updates, and actuarial interpretations, presenting findings professionally
Assist with plan terminations, including PBGC support, participant calculations, and communication processes
Collaborate closely with internal teams to ensure data integrity, smooth processes, and a high level of client service
Qualification
Required
8+ years of actuarial experience with defined benefit and/or cash balance plans
ASA or EA actuarial credentials
Hands-on experience preparing actuarial valuations and contribution calculations
Familiarity with actuarial software and industry tools (DATAIR, Pension Pro, ftwilliam, or similar)
Strong analytical and mathematical skills, with the ability to translate technical concepts for clients and team members
Proven ability to manage deadlines, juggle multiple projects, and thrive in a fast-paced environment
Excellent communication skills and the ability to work both independently and collaboratively
Benefits
Employer-paid monthly premiums for health insurance, along with employee-paid options for dental, vision, and living benefits.
Paid-for continuing education and conference attendance.
Generous vacation and sick leave, starting with up to 16 days of paid time off in the first year and increasing with tenure.
Paid Company holidays throughout the year.
Non-elective profit-sharing plan.
An environment that prioritizes work-life balance and minimizes "deadline mayhem."
Company
The Pension Source
The Pension Source is an administration firm that specializes in recordkeeping, administration, and compliance for retirement plans.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase