Strongpoint Partners

Administration

• Prepare actuarial valuations for Defined Benefit and Cash Balance plans in accordance with IRS regulations
• Perform annual nondiscrimination testing for qualified retirement plans (Cash Balance, Defined Benefit, and 401(k)/Profit Sharing)
• Complete PBGC filings and required notices
• Prepare annual FASB reports
• Generate participant statements and distribution packages
• Prepare and file government forms, including Form 5500 and Schedule SB
• Conduct plan design studies and projections to ensure compliance with nondiscrimination requirements
• Maintain and review plan documents, including amendments
• Support plan terminations and related IRS/PBGC filings
• Participate in and/or lead client consulting engagements
• Manage client relationships and deliver high-quality service

Cash Balance Plan Administrator, CBA

Account Manager

• Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
• Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
• Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
• Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
• Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
• Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
• Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
• Other duties as assigned

National Account Manager – Retirement Plans

Actuary

• 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.

Actuary/Cash Balance Specialist

Consultant

• Independently manage and administer a caseload of retirement plans
• Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
• Deliver strategic recommendations on plan design and compliance
• Prepare annual valuations
• Complete and file Form 5500s
• Calculate employer contributions
• Perform cross-testing and allocation calculations
• Review participant distributions and loans
• Maintain up-to-date knowledge of ERISA rules and regulations
• Review plan documents and ensure operational compliance
• Communicate effectively with clients, advisors, and internal team members

Defined Contribution Consultant, SMS

• Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)
• Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting
• Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
• Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms
• Review census data and reconcile participant account information including contribution receivables
• Read and interpret plan documents and amendments to ensure accurate plan administration
• Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates
• Maintain awareness of evolving retirement plan legislation and industry best practices
• Utilize administration systems such as FT William and other technologies to support efficient plan management
• Provide responsive, high-quality client service and maintain strong client relationships

Retirement Plan Administrator, POL

• As an ACDP participant, you will gain structured experience in actuarial services and combo plan administration.
• Participate in practical on-the-job experience, technical training, and professional development.
• Build depth and breadth through rotation experiences in Data & Foundations, Valuation & Compliance, Reporting & Advanced Topics.
• Receive ongoing technical training in Excel & VBA, actuarial modeling systems, valuation methods, and IRS guidance frameworks.
• Work hands-on with actuarial teams and contribute to client deliverables.
• Benefit from mentorship and structured support for ASPPA exams.

Actuarial Associate

Client Services Representative

• Provide day-to-day client support and respond to inquiries from clients and advisors
• Serve as the initial point of contact and route requests to the appropriate team members
• Maintain and manage client CRM and workflow systems
• Organize and maintain confidential retirement plan documentation, network folders, and related records
• Create and update email templates; manage mass client communications
• Support special projects for the Operations and Pension Administration teams
• Provide technical support and troubleshoot issues within the client portal

Client Service Specialist, KGA

• Independently manage and administer 50–75 retirement plans
• Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
• Prepare annual valuations
• Complete and file Form 5500s
• Calculate employer contributions
• Perform cross-testing and allocation calculations
• Review and process participant distributions and loans
• Maintain up-to-date knowledge of ERISA rules and regulations
• Review plan documents and ensure operational compliance
• Communicate effectively with clients, advisors, and internal team members

401k Plan Administrator

• Administer a block of Defined Contribution Plans (80-120)
• Responsible for the output of data within the annual valuation reports for each client
• Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
• Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
• Provide superior customer service to client and referral partner
• Solve problems with attention to detail within standardized response times
• Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages.
• Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
• Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA
• Reviews distributions with L&D team
• Reviews loans with L&D team
• Assists auditors for “Large Plans” if a plan is subject to an audit
• Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
• Coordinate with all applicable parties, both internal and external, to ensure proper communication with client and referral partners.
• Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients.
• Provide training for Junior Administrators as needed
• Serves as technical resource for other Administrators, Consultants and Assistants