Manage a caseload of defined benefit and cash balance plans, overseeing compliance testing, government reporting, and client inquiries. Support plan design and contribute to the growth of the financial services firm.

The Enrolled Actuary will manage DB plans, ensure compliance, conduct testing, and provide client guidance on plan design and regulations.

The Reviewing Actuary will perform and review actuarial valuations for Defined Benefit and Cash Balance plans, conduct non-discrimination testing, and prepare various government filings. This role requires expertise in small plan actuarial experience and effective client communication.