Strongpoint Partners - Enrolled Actuary, (AUI)
Requirements
• 3-5+ years of retirement plan experience, (specifically small defined benefit plan experience preferred). • Enrolled Actuary designation to sign documents required. • Excellent knowledge of non-discrimination testing. • 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. • Proficiency in MS Office, including Word, Excel, & Outlook. • Experience with Relius, FT William, or similar administration system. • Pay Transparency Statement: • The anticipated target salary for this position is $140,000-$150,000 annually. Individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. • $140,000-$150,000 • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• 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. • Read and interpret legal plan documents and amendments. • Discuss plan design changes and options with clients. • Review 401(k) valuations/trust accounting/government reporting done on an accrual basis. • Perform and understand non-discrimination testing. • Provide actuarial and administration support to clients. • Perform benefit calculations, valuations, AFTAP and schedule B. • Other duties as assigned.
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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