Strongpoint Partners · 18 hours ago
Enrolled Actuary
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking an experienced Enrolled Actuary to perform compliance testing and government reporting, while providing guidance on plan design and contribution structures.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
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
Qualification
Required
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
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.
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase