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Enrolled Actuary (cash balance exp. required) Remote opportunities available!

Location:Encino, CA
Level:Full Time
Category: Client Operations


Section 1: Position Summary

Review client work to ensure high quality of client deliverables including research of pension

law and regulations

Section 2: Job Functions, Essential Duties and Responsibilities

  • Answer technical questions posed by staff
  • Research the Internal Revenue Code and other technical resources to resolve client issues
  • Provide technical training for staff

Review 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 (Form 5310) and PBGC (Form 500 series) termination submissions
  •  ASC 715/960
  • Provide back up to other teams as necessary
  • Other duties as assigned

 Proficient in:

  • Actuarial valuations and reports
  • ASC 715/960
  • Contribution projections
  • Plan studies
  • Interpreting plan documents
  • Government forms and benefit calculations
  • Training technical staff


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Must be able to sit for long periods (at least 8 hours per day).
  • Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).

Education and Training Requirements:

  •  Enrolled Actuary
  •  SOA exams leading to designations
  •  B.A./B.S. degree preferred

Advanced understanding of:

  • Pension law
  • Plan documents and IRS favorable determination letters
  • Actuarial valuations and software systems

Skills and Requirements:

  • Excellent technical/analytical skills
  • Ability to research technical issues
  • Ability to explain/teach technical issues to all levels of employees
  • Good verbal and written communication skills
  • Good computer skills
  • Detail and accuracy oriented
  • Good time management skills
  • Team Player

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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