Defined Benefit Administrator/Enrolled Actuary

Job Description

Job Title: Defined Benefit Administrator/Enrolled Actuary
Department: Compliance
Reports To: Vice President of Operations
FLSA Status: Exempt
Reporting Dept: NA
Salary Grade: None

POSITION SUMMARY
To complete Defined Benefit retirement plan compliance and related annual administration and provide Defined Benefit support to our consultants as they service the client.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Analyze plan documents to determine correct administrative components, and make client recommendations resulting in optimum plan operation for the client
• Determine participant eligibility
• Conduct non-discrimination testing
• Perform plan coverage testing to include: 410(b)/Highly Compensated/Top Heavy
• Confirm participant vesting
• Calculate annual plan contributions and provide guidance as limits are approached
• Prepare and Sig...