About the Team

Joining our team means becoming an integral part of a collaborative environment where your actuarial expertise directly shapes the future of retirement plan administration. You will work closely with skilled professionals in actuarial, support, and development, contributing to innovative software solutions that empower clients in the small plan retirement market. Your insights will drive improvements in plan design, compliance, and system functionality, ensuring our platform remains at the forefront of industry standards. As we continue to enhance our capabilities, your contributions will be essential in delivering accurate, compliant, and user-friendly retirement plan management tools. We value continuous learning and professional growth, offering opportunities to expand your skills and make a meaningful impact for our clients and the broader retirement community.

About the Role

CalcAir Employee Benefit Systems, Inc. is seeking a highly skilled and motivated Enrolled Actuary to serve as our Actuarial Support Lead and join our Support team. This role is designed to strengthen our customer support capabilities and contribute to the development, implementation, and testing of software features that empower our clients in the small plan retirement market. The ideal candidate will have deep experience with combo plans (DB/DC) and defined contribution administration, and will collaborate closely with our actuarial, support, and development teams.

Some of the Tasks

• Lead and manage a team of accredited specialists, including actuarial and other professionals

• Provide expert guidance on combo plan design, compliance, and administration

• Support customer inquiries and troubleshoot plan-specific issues with precision and clarity

• Collaborate with software developers to propose and refine features that enhance plan administration tools

• Participate in testing and validation of new software functionalities, ensuring actuarial accuracy and usability

• Contribute to training materials and client education initiatives related to retirement plan features

• Assist in interpreting regulatory changes and translating them into actionable system updates

• Offer insights during product planning sessions to align actuarial needs with technical capabilities

About you

• EA designation required, with current enrollment status

• Minimum 5 years of experience in retirement plan administration, with a focus on combo plans including DC administration

• Strong understanding of ERISA, IRS, and DOL regulations applicable to small retirement plans

• Demonstrated experience leading, managing or mentoring professional support or technical teams in a client service environment

• Proven ability to communicate complex actuarial concepts to non-actuarial audiences

• Experience working with retirement plan software platforms and contributing to feature development

• Excellent organizational, analytical, and problem-solving skills

• Proficiency in Microsoft Office and familiarity with data analysis tools

• Familiarity with our software is highly desirable

• Prior experience in a client-facing support role

• Exposure to software testing or QA processes

• Ability to work independently and collaboratively in a fast-paced environment

• Commitment to continuous learning and professional development

Total Rewards

• Employees are enrolled in a comprehensive benefits package

• Paid time off

• Employees have access to Profit Sharing through our bonus programs

• All employees have the opportunity to participate in the CSI Employee Stock Purchase Plan

FLSA Designation (US Only):

Exempt

Salary Range:
The estimated base salary range for this role is USD$144,000.00 - USD$176,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.

Benefits (US Only):

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time off (US Only):

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

#Calcair