Actuary/Cash Balance Specialist

🕒 April 1

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients. • Prepare and facilitate PBGC filings for covered Defined Benefit Plans. • Maintain industry knowledge and share information with client and team members. • Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements. • Discuss plan design changes and options with clients. • Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis. • Perform benefit calculations, valuations, AFTAP and schedule SBs.

🎯 Requirements

• 3-5+ years of small plan DB experience • Enrolled Actuary designation to sign documents is preferred. • Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements. • Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.

🏖️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles. • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.