Strongpoint Partners

Actuary/Cash Balance Specialist

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $150,000 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.
  • 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.

Requirements

  • 3-5+ years of small plan DB experience
  • Enrolled Actuary designation to sign documents is preferred.
  • 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.
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
actuarial valuationbenefit calculationsvaluationstrust accountinggovernment reportingcross-testingnondiscrimination requirements
Soft Skills
communicationteam collaborationclient interaction
Certifications
Enrolled Actuary designation