Enrolled Actuary
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Job Description
Enrolled Actuary reviewing Defined Benefit and Cash Balance plans for Strongpoint Partners’ retirement services platform. Handling compliance testing, filings, FASB reports, and client consulting.
Responsibilities:
- Independently review a caseload of 150+ Defined Benefit and Cash Balance Plans under IRS laws and regulations
- Review annual nondiscrimination testing for qualified pension plans
- Review PBGC filings and notices
- Certify contribution and asset amounts for AFTAP
- Prepare and review annual FASB reports
- Review distribution packages and annual participant statements
- Review IRS and DOL filings, including Form 5500 and Schedule SB
- Prepare preliminary design studies and projections meeting nondiscrimination requirements
- Prepare, review, and consult on plan termination filings with IRS and PBGC
- Represent clients in IRS, PBGC, and DOL audits, P/T Exemption, and VCP filings
- Lead or participate in retirement plan consulting projects
- Maintain industry knowledge and communicate information to clients and team members
- Keep current with changing legislative requirements
- Provide superior client service, responsiveness, and communication
- Use Datair, FT William, Pension Pal, and other technologies to maximize efficiency
- Direct client contact and new business development are discretionary and rewarded, but not required
- Perform other duties as assigned
Requirements:
- Must be an Enrolled Actuary enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under ERISA
- At least three years of experience as an Enrolled Actuary
- 3+ years reviewing actuary experience
- Knowledge of business entities as they relate to plan compensation and plan design
- Excellent knowledge of 415 limit, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
- Understanding of client business issues and their effect on retirement plans
- Ability to utilize and keep current CRM software (Pension Pal)
- Ability to set priorities, meet deadlines, and maintain attention to detail
- Ability to work collaboratively with others
- Strong verbal and written communication skills
- Ability to work under pressure with multiple priorities and deadlines
- Experience with Datair preferred but not required
- Knowledge of ASC 715 and other FASB requirements preferred
- Membership in SOA, ASEA, AAA, or NIPA preferred
Benefits:
- Flexible workplace with remote options
- Flexible PTO, including flexible and unlimited options
- Health, dental, vision, life, and disability coverage
- Support for ongoing learning and career development
- Incentive bonus programs
- Flexible hours
- Inclusive environment valuing diversity, collaboration, and respect
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