Enrolled Actuary
Location
United States
Posted
110 days ago
Salary
$80K - $120K / year
Professional Certificate3 yrs expEnglish
Job Description
• 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
Job Requirements
- 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
- Familiarity with our software is highly desirable
- Prior experience in a client-facing support role
- Exposure to software testing or QA processes
- Ability to work independently and collaboratively in a fast-paced environment
- Commitment to continuous learning and professional development
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
- Medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match)
- 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
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