Strongpoint Partners
Strongpoint Partners
51 – 200 Xodimlar
B2BFintexMoliya
Strongpoint Partners kichik va o‘rta biznes uchun pensiya, ish haqi hisoblash hamda inson resurslarini boshqarish bo‘yicha kompleks xizmatlarni taqdim etadi. Uning platformasi ish beruvchilar, reja ishtirokchilari va ularning moliyaviy maqsadlarini qo‘llab-quvvatlash uchun yaratilgan texnologiya bilan pensiya rejalarini maslahatlashish va loyihalash, muvofiqlik va soliq bo‘yicha yordam, hisob yuritish hamda maslahat xizmatlarini birlashtiradi. Kompaniya 40 dan ortiq shtatda 150 000 dan ziyod reja ishtirokchisiga xizmat ko‘rsatadi va 14 milliard dollardan ortiq reja aktivlarini boshqaradi.

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.

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

  • 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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