Enrolled Actuary, (AUI)
Role Overview
Actuaries Unlimited (AUI) is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.
This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.
This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.
Key Skills for This Role
Full Job Posting
Position Summary
Actuaries Unlimited (AUI) is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.
This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.
This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.
Location
- Fully remote (U.S.-based candidates only)
Key Responsibilities
- Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
- Prepare and file PBGC reports for applicable Defined Benefit plans
- Stay current on industry trends and legislative changes impacting retirement plans
- Review and interpret plan documents and amendments
- Advise clients on plan design strategies and contribution structures
- Review 401(k) valuations, trust accounting, and government reporting
- Perform and analyze nondiscrimination testing
- Support actuarial valuations, AFTAP certifications, and Schedule B filings
- Calculate participant benefits and provide ongoing client support
- Collaborate across teams to ensure accurate and timely plan administration
What You Bring
3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
Enrolled Actuary (EA) designation required
Strong knowledge of nondiscrimination testing and compliance requirements
Experience with Defined Benefit/Cash Balance valuations and PBGC filings
Familiarity with advanced cross-testing concepts
Proficiency in Microsoft Office (Excel, Word, Outlook)
Experience with Relius, FT William, or similar administration systems
Strong project management skills and attention to detail
Comfortable working in a fast-paced, evolving environment
Compensation & Benefits
- The anticipated base salary for this position is $110,000+ annually , with final compensation based on experience, skills, and geographic location.
- Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
- **Specific benefits and programs may vary by partner and position.
About Strongpoint Partners
Provides tech-enabled retirement plan administration and payroll services.
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