Strongpoint Partners

Enrolled Actuary, AUI

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $110,000 per year

About the role

  • Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
  • Prepare and file PBGC reports for applicable Defined Benefit plans
  • Stay current on industry trends and legislative changes impacting retirement plans
  • Review and interpret plan documents and amendments
  • Advise clients on plan design strategies and contribution structures
  • Review 401(k) valuations, trust accounting, and government reporting
  • Perform and analyze nondiscrimination testing
  • Support actuarial valuations, AFTAP certifications, and Schedule B filings
  • Calculate participant benefits and provide ongoing client support
  • Collaborate across teams to ensure accurate and timely plan administration

Requirements

  • 3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
  • Enrolled Actuary (EA) designation required
  • Strong knowledge of nondiscrimination testing and compliance requirements
  • Experience with Defined Benefit/Cash Balance valuations and PBGC filings
  • Familiarity with advanced cross-testing concepts
  • Proficiency in Microsoft Office (Excel, Word, Outlook)
  • Experience with Relius, FT William, or similar administration systems
  • Strong project management skills and attention to detail
  • Comfortable working in a fast-paced, evolving 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
Defined Benefit plansCash Balance plansnondiscrimination testingPBGC filingsplan design strategiestrust accountingactuarial valuationsAFTAP certificationsSchedule B filingsparticipant benefits calculation
Soft Skills
communicationproject managementattention to detailcollaborationclient support
Certifications
Enrolled Actuary (EA)