Strongpoint Partners

Consulting Actuary

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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.

Requirements

  • 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.
  • Experience with ASC or similar administration systems preferred.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Defined Benefit PlanCash Balance Planactuarial valuationPBGC filingsADP testingACP testing415 testing410(b) testingTop Heavy testing401(a)(4) testing
Soft Skills
communicationindependent managementteam collaborationclient interactionproblem-solving
Certifications
Enrolled Actuary designation