Enrolled Actuary

Overview

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan delivers high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 legacy firms now joined together to deliver service, innovation and expertise to a fast-growing client base from coast to coast.

The Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

Focused on the small‑plan market, the candidate will review client deliverables for accuracy and compliance while managing their own case load of small‑market DB plans. The actuary will handle their own valuation, administration, and compliance work, and will also review and sign a significant volume of work prepared by others. The role is responsible for maintaining service standards consistent with Future Plan Lead Actuary expectations and organizational requirements.

Serve as a subject‑matter expert in small‑market Defined Benefit, Cash Balance, and DB/DC Combo plans.

• 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.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned

• Bachelor’s degree in actuarial science, math or math related field
• Enrolled Actuary designation with 5 years industry experience
• Advanced understanding of:
  • Pension law
  • Plan documents and IRS favorable determination letters
  • 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