Actuary: Cash Balance & DB Valuations - Flexible Options

Strongpoint Partners; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible workplace

Unlimited PTO

Inclusive environment

Career growth

Health coverage

Bonus programs

Flexible hours

Job summary

Strongpoint Partners is seeking an actuarial professional with 3-5+ years of small plan defined benefit experience to interpret valuation elements and assist with PBGC filings. You will discuss plan design, perform benefit calculations, and ensure compliance with 401(k) and defined benefit reporting standards.

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

Qualifications

• 3-5+ years of small plan DB experience.
• Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements.
• Knowledge of advanced cross-testing concepts and ability to perform testing for nondiscrimination requirements.

Responsibilities

• 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.
• Discuss plan design changes and options with clients.
• Prepare 401(k) valuations, trust accounting, and government reporting on an accrual basis.
• Perform benefit calculations, valuations, AFTAP, and schedule SBs.

Skills

Defined Benefit valuation

PBGC filings

Cross-testing concepts

Nondiscrimination testing

Education

Enrolled Actuary designation

Job description

Strongpoint Partners is seeking an actuarial professional with 3-5+ years of small plan defined benefit experience to interpret valuation elements and assist with PBGC filings. You will discuss plan design, perform benefit calculations, and ensure compliance with 401(k) and defined benefit reporting standards.

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