Enrolled Actuary, (AUI)

Position Overview:

Strongpoint Partners is seeking an experienced Enrolled Actuary with Defined Benefit / Defined Contribution (DB/DC) Plan Administrator experience in the small business marketplace.  An Enrolled Actuary will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements. 

This is a great opportunity for a motivated candidate who wants to develop within a fast growing organization.  This individual must have strong project management and leadership skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key 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.

Minimum Qualifications:

• 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.