Actuarial Analyst – Combo Plans

Definiti LLC

Actuarial Analyst managing Cash Balance/Defined Benefit retirement plans at Definiti, ensuring compliance and delivering high-quality service to clients. Collaborating with enrolled actuaries and clients on complex plan administration.

Posted 5/1/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Request, organize, and review Plan & Participant data
Review & Reconcile Plan Asset Data
Review Plan document and establish plan specifications within the ASC valuation system
Prepare Annual Valuations in ASC for review and approval by Actuary
Perform CB/401(k) Combo Annual IRS Coverage and Non-Discrimination testing (401a4, 410b, 401a26)
Preparation of benefit calculations for terminated/retiring participants including calculation of optional forms of payment
Plan Termination calculations for PBGC and non-PBGC covered Defined Benefit Plans
Monitor and prepare Required Minimum Distribution calculations
Prepare Government Form 5500s, Schedule SB, PBGC premium filing, 8955-SSA
Complete Cash Balance/Defined Benefit Plan Projections upon request
Work closely with RPC (Retirement Plan Consultant) to service case of Cash Balance/401k Combination Plans.

Requirements

What you’ll need

High school diploma or GED required
3+ years of experience with the administration of CB/DB/401k Combo Plans
Experience with ASC Software System or FT Williams highly preferred; would consider experience with Relius or Datair
Experience with Pension Pro is preferred
Experience with StaxAI preferred
ASPPA Designations preferred

Benefits

Comp & perks

A virtual-first work philosophy for most jobs
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Plan & Participant data organizationPlan Asset Data reconciliationAnnual Valuations in ASCIRS Coverage testingNon-Discrimination testingBenefit calculationsPlan Termination calculationsRequired Minimum Distribution calculationsGovernment Form 5500 preparationCash Balance/Defined Benefit Plan Projections

Certifications

ASPPA Designations