[Remote] Consulting Actuary, (SMS)
Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Consulting Actuary is responsible for providing actuarial analysis, strategic insights, and consulting support to clients, helping them evaluate and manage risk, design benefit programs, and make data-driven financial decisions.
Responsibilities
ā¢ Ability to perform A-Z administration and to independently manage caseload of Defined Benefit & Cash Balance plans
ā¢ Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients
ā¢ Prepare and facilitate PBGC filings for covered Defined Benefit Plans
ā¢ Maintain industry knowledge and share information with client and team members
ā¢ Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements
ā¢ Read and interpret legal plan documents and amendments
ā¢ Discuss plan design changes and options with clients
ā¢ Review and import census data and reconcile participant account data, including "receivable" contributions
ā¢ Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
ā¢ Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms
ā¢ Provide actuarial and administration support to clients
ā¢ Perform benefit calculations, actuarial valuations, AFTAP and Schedule SB certifications
ā¢ Other duties as assigned
Skills
ā¢ 5+ years of retirement plan experience
ā¢ Enrolled Actuary designation to sign documents required
ā¢ Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
ā¢ Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements
ā¢ Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements
ā¢ Ability to perform accrual-based trust accounting for Form 5500 purposes
ā¢ Proficiency in MS Office, including Word, Excel, & Outlook
ā¢ Experience with ASC or similar administration systems preferred
Benefits
ā¢ Flexible Workplace ā Hybrid and remote options available for many roles.
ā¢ Unlimited PTO ā Competitive paid time off, including flexible & unlimited options.
ā¢ Inclusive Environment ā A culture that values diversity, collaboration, and respect.
ā¢ Growth Opportunities ā Support for ongoing learning and career development.
ā¢ Comprehensive Benefits ā Health, dental, vision, life, and disability coverage.
ā¢ Workplace Perks ā Incentive bonus programs, flexible hours, & more.
Company Overview
ā¢ Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services. It was founded in 2021, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.strongpointpartners.com.
Apply Now
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Responsibilities
ā¢ Ability to perform A-Z administration and to independently manage caseload of Defined Benefit & Cash Balance plans
ā¢ Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients
ā¢ Prepare and facilitate PBGC filings for covered Defined Benefit Plans
ā¢ Maintain industry knowledge and share information with client and team members
ā¢ Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements
ā¢ Read and interpret legal plan documents and amendments
ā¢ Discuss plan design changes and options with clients
ā¢ Review and import census data and reconcile participant account data, including "receivable" contributions
ā¢ Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
ā¢ Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms
ā¢ Provide actuarial and administration support to clients
ā¢ Perform benefit calculations, actuarial valuations, AFTAP and Schedule SB certifications
ā¢ Other duties as assigned
Skills
ā¢ 5+ years of retirement plan experience
ā¢ Enrolled Actuary designation to sign documents required
ā¢ Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
ā¢ Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements
ā¢ Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements
ā¢ Ability to perform accrual-based trust accounting for Form 5500 purposes
ā¢ Proficiency in MS Office, including Word, Excel, & Outlook
ā¢ Experience with ASC or similar administration systems preferred
Benefits
ā¢ Flexible Workplace ā Hybrid and remote options available for many roles.
ā¢ Unlimited PTO ā Competitive paid time off, including flexible & unlimited options.
ā¢ Inclusive Environment ā A culture that values diversity, collaboration, and respect.
ā¢ Growth Opportunities ā Support for ongoing learning and career development.
ā¢ Comprehensive Benefits ā Health, dental, vision, life, and disability coverage.
ā¢ Workplace Perks ā Incentive bonus programs, flexible hours, & more.
Company Overview
ā¢ Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services. It was founded in 2021, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.strongpointpartners.com.
Apply Now
Apply Now