Enrolled Actuary, Cash Balance Actuaries

Strongpoint Partners

Enrolled Actuary conducting valuations and compliance for Defined Benefit/Cash Balance plans. Remote position supporting retirement services with a focus on small businesses.

Posted 5/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations.
Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
Review PBGC filings and notices.
Certify contribution and asset amounts for AFTAP.
Prepare and review annual FASB reports.
Prepare and review distribution packages and annual participant statements.
Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.).
Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.
Prepare, review, and consult regarding plan termination filings with IRS and PBGC.
Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.
Lead and/or participate in retirement plan consulting projects.
Direct client contact and new business development is at your discretion and will be rewarded, but not required.
Ability to work in energized, fast-paced environment.
Other duties as assigned.

Requirements

What you’ll need

At least 5 years of relevant small plan actuarial experience.
Knowledge of business entities as they relate to plan compensation and plan design.
Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
Thorough knowledge of Cash Balance Plans.
Ability to understand client business issues how they affect the retirement plan.
Organized individual able to set priorities, meet deadlines, and be detail-oriented.
Team player, collaborative, able to work with and through others.
Strong verbal and written communication skills internally and externally.
Ability to work well under pressure with multiple priorities and deadlines.
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.

Benefits

Comp & perks

Flexible Workplace – Hybrid and remote options available for many roles.
Flexible 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

actuarial valuationsnon-discrimination testingFASB reportsgovernment form filingsplan termination filingsretirement plan consultingCash Balance PlansIRS laws and regulationsPBGC filingsAFTAP certification

Soft Skills

organizational skillsdetail-orientedteam playerstrong communication skillsability to work under pressureproactivecollaborativeability to set prioritiesintegrityprofessional growth focus