Remote Actuary: Cash Balance & Defined Benefit Valuations

Strongpoint Partners; Chicago (IL); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Workplace Perks

Job summary

Strongpoint Partners is a tech‑enabled retirement services platform serving SMBs with integrated retirement, TPA, recordkeeping, payroll, and HR solutions. The role involves interpreting defined benefit valuation elements and facilitating PBGC filings, with an emphasis on staying current with evolving regulations.

This fully remote position welcomes candidates across the United States, especially in Central and Eastern time zones, offering a salary range of $80,000–$150,000+ depending on

Qualifications

• 3–5+ years of small plan defined benefit experience.
• Enrolled Actuary designation to sign documents is preferred.
• Knowledge of defined benefit / cash balance actuarial valuation reports and PBGC filing requirements.
• Knowledge of advanced cross‑testing concepts and ability to perform testing to meet non-discrimination requirements.

Responsibilities

• Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation and 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 clients and team members.
• Keep up to date with changing 401(k) and 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 actuarial valuation

PBGC filing requirements

Cross-testing concepts

Enrolled Actuary designation

Job description

Strongpoint Partners is a tech‑enabled retirement services platform serving SMBs with integrated retirement, TPA, recordkeeping, payroll, and HR solutions. The role involves interpreting defined benefit valuation elements and facilitating PBGC filings, with an emphasis on staying current with evolving regulations.

This fully remote position welcomes candidates across the United States, especially in Central and Eastern time zones, offering a salary range of $80,000–$150,000+ depending on