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Strongpoint Partners
Strongpoint Partners
51 – 200 Darbuotojai
B2BFinansaiFintech
„Strongpoint Partners“ teikia integruotas pensijų, darbo užmokesčio apskaitos ir žmogiškųjų išteklių paslaugas mažoms ir vidutinėms įmonėms. Jos platformoje derinamos pensijų planų konsultavimo ir kūrimo, atitikties ir mokesčių konsultavimo, apskaitos tvarkymo bei konsultavimo paslaugos su technologijomis, skirtomis darbdaviams, pensijų planų dalyviams ir jų finansiniams tikslams palaikyti. Įmonė aptarnauja daugiau kaip 150 000 pensijų planų dalyvių daugiau nei 40 valstijų ir administruoja daugiau kaip 14 mlrd. JAV dolerių vertės planų turtą.
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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.

USJungtinės Valstijos
140 000 $ – 150 000 $ / metai
NuotolinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųAktuaras

Aprašymas

  • 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.

Reikalavimai

  • 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.

Privalumai

  • 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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