Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail. Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

A successful EA at DWC has strong client relationships, serves as a mentor for those on the team, and is an expert in small plan administration from inception to termination. EAs are expected to review work produced by plan consultants and consult internally and externally on complex actuarial issues. Projects from sales projections to plan termination filings and calculations are all part of the day to day responsibilities of an EA. 

Job Responsibilities

• Review and sign government filings (Form 5500 with Schedule SBs, PBGC premiums, 8955-SSA)
• Review annual regulatory compliance testing for complex plans 
• Review and communicate results related to the actuarial valuation process
• Maintain turnaround time to meet clients' requirements and the department's timing standards
• Review and deliver the participant annual funding notice and actuarial AFTAP certification
• Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits
• Demonstrate technical proficiency with various software applications to become efficient in completing client assignments
• Serve as a technical resource to Actuarial Analyst
• Demonstrate strong technical knowledge of ERISA requirements
• Consult on major plan sponsor decisions such as plan updates, plan termination, funding requirements, etc. 
• Develop proposal illustrations for new plans or proposed plan changes
• Prepare and submit plan termination filings such as the PBGC 500 and 501 or IRS Form 5310. Respond to audit questions. 
• This position does not require management of actuarial analysts/consultants (but can include training) 

• Enrolled Actuary certification (or nearing enrollment)
• 5+ years of experience in defined benefit plan administration
• Passion for client service

Preferred:

• FT Williams valuation software experience
• 1+ year of small plan sales projection experience 

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $108,000 and $140,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. 

Additional Information

As an employer, we believe our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.