Actuary/Cash Balance Specialist

About the role

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritize accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.

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.
• Discuss plan design changes and options with clients.
• Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.
• Perform benefit calculations, valuations, AFTAP and schedule SBs.

Requirements

• 3-5+ years of small plan DB experience
• Enrolled Actuary designation to sign documents is preferred.
• 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.

Qualifications

This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.

Benefits

• The anticipated salary range for this position is $80,000-$150,000+, depending on experience, skill set, and geographic location.

Pay

The anticipated salary range for this position is $80,000-$150,000+, depending on experience, skill set, and geographic location.

Schedule

This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.