Enrolled Actuary, Cash Balance Actuaries

🕒 May 11

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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

• Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations. • Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans. • Review PBGC filings and notices. • Certify contribution and asset amounts for AFTAP. • Prepare and review annual FASB reports. • Prepare and review distribution packages and annual participant statements. • Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.). • Prepare preliminary design studies and projections that will meet all nondiscrimination requirements. • Prepare, review, and consult regarding plan termination filings with IRS and PBGC. • Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings. • Lead and/or participate in retirement plan consulting projects. • Direct client contact and new business development is at your discretion and will be rewarded, but not required. • Ability to work in energized, fast-paced environment. • Other duties as assigned.

🎯 Requirements

• At least 5 years of relevant small plan actuarial experience. • Knowledge of business entities as they relate to plan compensation and plan design. • Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing. • Thorough knowledge of Cash Balance Plans. • Ability to understand client business issues how they affect the retirement plan. • Organized individual able to set priorities, meet deadlines, and be detail-oriented. • Team player, collaborative, able to work with and through others. • Strong verbal and written communication skills internally and externally. • Ability to work well under pressure with multiple priorities and deadlines. • Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.

🏖️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles. • Flexible 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.