Strongpoint Partners

Enrolled Actuary

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $120,000 per year

About the role

  • 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.

Requirements

  • 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
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Hard Skills & Tools
Defined Benefit PlanCash Balance Planactuarial valuationnon-discrimination testingbenefit calculationsvaluationsAFTAPschedule BPBGC filingsplan design changes
Soft Skills
communicationteam collaborationclient interactioninformation sharingproblem-solving
Certifications
Enrolled Actuary designation