Cash Balance Plan Administrator

Job Summary

A company is looking for a Cash Balance Plan Administrator (CBA).

Key Responsibilities

• Prepare actuarial valuations for Defined Benefit and Cash Balance plans in accordance with IRS regulations
• Perform annual nondiscrimination testing for qualified retirement plans and complete necessary filings
• Manage client relationships and deliver high-quality service while supporting plan design studies and compliance

Required Qualifications

• 2+ years of experience in small plan actuarial services
• Strong knowledge of Cash Balance and Defined Benefit plans
• Understanding of business entities and their impact on plan design
• Advanced Microsoft Excel skills
• Ability to work independently in a fast-paced, remote environment