Enrolled Actuary Job at Keenbee Talent Soluitions, Albuquerque, NM

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  • Keenbee Talent Soluitions
  • Albuquerque, NM

Job Description

This is a 100% Remote position

Overview We are launching a new division dedicated exclusively to advanced retirement plan design: split-funded strategies that combine 401(k), profit sharing, and cash balance plans with life insurance funding. This role is ideal for an Enrolled Actuary who wants to operate in a highly specialized niche with strong client demand and who values work-life flexibility.

Core Responsibilities

  • Perform actuarial valuations and certify funding calculations for cash balance and defined benefit plans.

  • Collaborate with advisors, CPAs, and attorneys to optimize plan design for business-owner clients.

  • Structure split-funded solutions (investment + life insurance) within compliance limits.

  • Review and sign actuarial certifications, Schedule SB, and ensure IRS/DOL compliance.

  • Support illustrations, contribution ranges, and testing requirements for plan proposals.

  • Assist in developing processes, templates, and best practices for a growing division.

Job Tags

Remote job,

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