Enrolled Actuary jobs in United States
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Ascensus · 4 hours ago

Enrolled Actuary

positionCharlotte, NC
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Ascensus is the nation’s largest third-party administrator of retirement plans, partnering with advisors across the United States. The Enrolled Actuary will ensure the quality of client deliverables and provide expertise in the valuation, administration, and compliance of various retirement plans.

ConsultingRetirementTraining
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H1B Sponsor Likelynote

Responsibilities

Review, prepare and/or certify 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 determination filings and PBGC (Form 500 series) termination submissions
ASC 715/960
Perform and review combined plan non-discrimination testing
Answer technical questions posed by staff
Research the Internal Revenue Code and other technical resources to resolve client issues
Provide technical training for staff
Provide back up to other teams as necessary
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Assist with other tasks and projects as assigned

Qualification

Enrolled Actuary designationPension law expertiseActuarial valuationsIRS determination lettersPension valuation softwareTechnical/analytical skillsResearch skillsMicrosoft ExcelCommunication skillsTime managementTeam player

Required

Bachelor's degree in actuarial science, math or math related field
Enrolled Actuary designation with 5 years industry experience
Advanced understanding of pension law
Advanced understanding of plan documents and IRS favorable determination letters
Advanced understanding of actuarial valuations and software systems
Excellent technical/analytical skills
Ability to research technical issues
Ability to explain technical issues to all levels of associates
Good verbal and written communication skills
Demonstrated expertise with Microsoft Office, particularly Excel applications
Demonstrated expertise with industry recognized pension valuation software
Detail and accuracy oriented
Good time management skills
Team Player

Company

Ascensus

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Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
dateFounded in 1980
location
Dresher, Pennsylvania, USA
people-size5001-10000 employees
web-link
https://www2.ascensus.com/

H1B Sponsorship

Ascensus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market

Leadership Team

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Marc Mehlman
Chief Financial Officer
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Marc Doucette
Regional Vice President
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Recent News

PR Newswire
Ascensus Announces Planned Leadership Succession
2025-10-09
Crowdfund Insider
62% of Digital Retirement Plan Users Prioritize Security Over Convenience: J.D. Power
2025-09-17
PR Newswire
Ascensus Develops "CalSavvy," First-Ever AI Chatbot for State Auto-IRA Programs
2025-09-17
Company data provided by crunchbase