Strongpoint Partners · 12 hours ago
Enrolled Actuary/Defined Benefit Administrator
Baltimore, MD
Full-time
Hybrid
Mid, Senior Level
3+ years expStrongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking experienced Enrolled Actuaries with Defined Benefit / Defined Contribution Plan Administrator experience to perform compliance testing, government reporting, and provide guidance on plan design and contribution structure.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Ability to perform A-Z administration and to independently manage caseload of DB benefit plans
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 and import census data and reconcile participant account data, including "receivable" contributions
Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis
Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms
Provide actuarial and administration support to clients
Perform benefit calculations, valuations, AFTAP and schedule B
Other duties as assigned
Qualification
Required
3-5+ years of retirement plan experience
Enrolled Actuary designation to sign documents required
Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) 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
Ability to perform accrual-based trust accounting for Form 5500 purposes
Familiarity with cross-testing concepts
Proficiency in MS Office, including Word, Excel, & Outlook
Ability to perform A-Z administration and to independently manage caseload of DB benefit plans
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 and import census data and reconcile participant account data, including 'receivable' contributions
Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis
Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms
Provide actuarial and administration support to clients
Perform benefit calculations, valuations, AFTAP and schedule B
Other duties as assigned
Preferred
Experience with Relius
Ability to utilize & stay current with PensionPro CRM software
Benefits
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.
Company
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danny Hest
Chief Executive Officer
Recent News
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