Enrolled Actuary, AUI

🕒 April 9

🏄 California – Remote

🏄 California – Remote

💵 $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Actuary

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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

• Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries • Prepare and file PBGC reports for applicable Defined Benefit plans • Stay current on industry trends and legislative changes impacting retirement plans • Review and interpret plan documents and amendments • Advise clients on plan design strategies and contribution structures • Review 401(k) valuations, trust accounting, and government reporting • Perform and analyze nondiscrimination testing • Support actuarial valuations, AFTAP certifications, and Schedule B filings • Calculate participant benefits and provide ongoing client support • Collaborate across teams to ensure accurate and timely plan administration

🎯 Requirements

• 3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans • Enrolled Actuary (EA) designation required • Strong knowledge of nondiscrimination testing and compliance requirements • Experience with Defined Benefit/Cash Balance valuations and PBGC filings • Familiarity with advanced cross-testing concepts • Proficiency in Microsoft Office (Excel, Word, Outlook) • Experience with Relius, FT William, or similar administration systems • Strong project management skills and attention to detail • Comfortable working in a fast-paced, evolving environment

🏖️ 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.