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Enrolled Actuary, Retirement Plans — Strongpoint Partners
Support Strongpoint Partners’ retirement services platform through plan compliance testing, valuations, PBGC filings, and client guidance. The role covers defined benefit and 401(k) plans.
संयुक्त राज्य$1,40,000 – $1,50,000 / वर्ष
रिमोटपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीबीमांककविवरण
- Interpret defined benefit and cash balance plan valuation details, and communicate issues to in-house actuaries and clients.
- Prepare and coordinate PBGC filings for covered defined benefit plans.
- Keep current with industry developments and share relevant information with clients and colleagues.
- Track legislative changes affecting 401(k) and defined benefit plans.
- Review and interpret plan documents and amendments.
- Advise clients on plan design changes and available options.
- Review 401(k) valuations, trust accounting, and accrual-basis government reporting.
- Conduct and interpret nondiscrimination testing.
- Provide actuarial and plan administration support to clients.
- Calculate benefits and perform valuations, AFTAP work, and Schedule B reporting.
- Complete other duties as assigned.
आवश्यकताएँ
- 3–5+ years of retirement plan experience; small defined benefit plan experience is preferred.
- Enrolled Actuary designation, required to sign documents.
- Strong knowledge of nondiscrimination testing.
- Knowledge of defined benefit and cash balance actuarial valuation reports and PBGC filing requirements.
- Knowledge of advanced cross-testing concepts and ability to perform testing that supports cost-effective nondiscrimination solutions.
- Proficiency with Microsoft Word, Excel, and Outlook.
- Experience with Relius, FT William, or a similar plan administration system.
- Strong project management and leadership skills.
- Comfort working with technology.
- Adaptability, creativity, initiative, and eagerness to grow.
लाभ
- Flexible workplace with remote options.
- Flexible paid time off, including flexible and unlimited options.
- Health, dental, vision, life, and disability coverage.
- Support for continued learning and career development.
- Incentive bonus programs.
- Flexible working hours.
- Inclusive environment that values diversity, collaboration, and respect.
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