Enrolled Actuary, (AUI)

The role

An Enrolled Actuary will perform compliance testing, government reporting, and provide guidance to clients on plan design and legislative requirements. The role involves working with Defined Benefit and Defined Contribution plans in the small business marketplace.

What you will do

• Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation
• 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

Required qualifications

• 3-5+ years of retirement plan experience
• 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

Nice to have

• small defined benefit plan experience

Benefits

• 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

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.