Cash Balance Plan Administrator, CBA
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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
Requirements
- 2+ years of experience working with small plan actuarial services
- Strong knowledge of Cash Balance and Defined Benefit plans
- Understanding of business entities and their impact on plan design and compensation
- Ability to interpret client business needs and translate them into effective retirement plan solutions
- Advanced Microsoft Excel skills
- Strong attention to detail and ability to manage multiple priorities
- Comfortable working independently in a fast-paced, remote environment
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 valuationsnondiscrimination testingPBGC filingsFASB reportsgovernment formsForm 5500Schedule SBplan design studiesretirement plan solutionsMicrosoft Excel
Soft Skills
attention to detailmanage multiple prioritiesclient relationshipshigh-quality serviceindependent workfast-paced environment