DWC - The 401(k) Experts ยท 2 hours ago
Enrolled Actuary
United States
Full-time
Remote
Mid Level
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Hiring Manager
Anna Tucci
Insider Connection @DWC - The 401(k) Experts
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Responsibilities
Draft and sign government filings (Form 5500s, PBGC premiums, 8955-SSA)
Conduct annual regulatory compliance testing for complex plans (small percentage of workload)
Review and communicate results related to the actuarial valuation process
Maintain turnaround time to meet clients' requirements and the department's timing standards
Review and deliver the participant annual funding notice and actuarial AFTAP certification
Review and assist clients with the filing process for the IRS Form 5500 package
Review and assist clients with the filing of the Pension Benefit Guaranty Corporation (PBGC) Comprehensive Premium Form for determining premium payments to comply with PBGC regulations
Review and communicate the financial impacts of the ASC 715 Pension Expense Calculation (including settlement transactions) and Disclosure Statement
Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits
Review and sign Schedule SB for Actuarial Analysts
Demonstrate technical proficiency with various software applications to become efficient in completing client assignments
Serve as a technical resource to Actuarial Analysts
Demonstrate strong technical knowledge of ERISA requirements
Develop proposal illustrations
This position does not require management of actuarial analysts (but can include training)
Qualification
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Required
An EA is required.
Draft and sign government filings (Form 5500s, PBGC premiums, 8955-SSA)
Conduct annual regulatory compliance testing for complex plans (small percentage of workload)
Review and communicate results related to the actuarial valuation process
Maintain turnaround time to meet clients' requirements and the department's timing standards
Review and deliver the participant annual funding notice and actuarial AFTAP certification
Review and assist clients with the filing process for the IRS Form 5500 package
Review and assist clients with the filing of the Pension Benefit Guaranty Corporation (PBGC) Comprehensive Premium Form for determining premium payments to comply with PBGC regulations
Review and communicate the financial impacts of the ASC 715 Pension Expense Calculation (including settlement transactions) and Disclosure Statement
Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits
Review and sign Schedule SB for Actuarial Analysts
Demonstrate technical proficiency with various software applications to become efficient in completing client assignments
Serve as a technical resource to Actuarial Analysts
Demonstrate strong technical knowledge of ERISA requirements
Develop proposal illustrations
This position does not require management of actuarial analysts (but can include training)
Company
DWC - The 401(k) Experts
DWC - The 401(k) Experts offers third party plan administration, compliance and consulting services for qualified retirement plans.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Keith Clark
Co-founder and Managing partner
Company data provided by crunchbase
