Enrolled Actuary

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🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📊 Actuary

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Independently review a caseload of 150+ Defined Benefit and Cash Balance Plans under IRS laws and regulations • Review annual nondiscrimination testing for qualified pension plans • Review PBGC filings and notices • Certify contribution and asset amounts for AFTAP • Prepare and review annual FASB reports • Review distribution packages and annual participant statements • Review IRS and DOL filings, including Form 5500 and Schedule SB • Prepare preliminary design studies and projections meeting nondiscrimination requirements • Prepare, review, and consult on plan termination filings with IRS and PBGC • Represent clients in IRS, PBGC, and DOL audits, P/T Exemption, and VCP filings • Lead or participate in retirement plan consulting projects • Maintain industry knowledge and communicate information to clients and team members • Keep current with changing legislative requirements • Provide superior client service, responsiveness, and communication • Use Datair, FT William, Pension Pal, and other technologies to maximize efficiency • Direct client contact and new business development are discretionary and rewarded, but not required • Perform other duties as assigned

🎯 Requirements

• Must be an Enrolled Actuary enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under ERISA • At least three years of experience as an Enrolled Actuary • 3+ years reviewing actuary 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) nondiscrimination testing • Understanding of client business issues and their effect on retirement plans • Ability to utilize and keep current CRM software (Pension Pal) • Ability to set priorities, meet deadlines, and maintain attention to detail • Ability to work collaboratively with others • Strong verbal and written communication skills • Ability to work under pressure with multiple priorities and deadlines • Experience with Datair preferred but not required • Knowledge of ASC 715 and other FASB requirements preferred • Membership in SOA, ASEA, AAA, or NIPA preferred

🏖️ Benefits

• 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