
51 - 200 employees
🤝 B2B
đź’¸ Finance
đź’ł 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.
🔥 51 minutes ago
🇺🇸 United States – Remote
đź’µ $140k - $150k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
📊 Actuary
đź‘» Ghost score 20%
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51 - 200 employees
🤝 B2B
đź’¸ Finance
đź’ł 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.
• Interpret Defined Benefit / Cash Balance Plan actuarial valuation elements and 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 clients and team members • Monitor changing 401(k) and Defined Benefit Plan legislative requirements • Read and interpret legal plan documents and amendments • Discuss plan design changes and options with clients • Review 401(k) valuations, trust accounting, and accrual-basis government reporting • Perform and understand non-discrimination testing • Provide actuarial and administration support to clients • Perform benefit calculations, valuations, AFTAP, and Schedule B • Perform other duties as assigned
• 3-5+ years of retirement plan experience; small defined benefit plan experience preferred • Enrolled Actuary designation required to sign documents • Excellent knowledge of non-discrimination testing • Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements • Knowledge of advanced cross-testing concepts and ability to perform testing for cost-effective nondiscrimination solutions • Proficiency in MS Office, including Word, Excel, and Outlook • Experience with Relius, FT William, or similar administration system • Strong project management and leadership skills • High comfort with technology • Adaptability, creativity, proactivity, and eagerness to grow
• Flexible workplace with remote options • Flexible PTO, including flexible and unlimited options • Health, dental, vision, life, and disability coverage • Support for ongoing learning and career development • Incentive bonus programs • Flexible hours • Inclusive environment valuing diversity, collaboration, and respect
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