Who we are:
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
Cash Balance Actuaries (CBA), a Strongpoint Partner, is looking for a new team member to join us as a remote Actuarial Associate. Cash Balance Actuaries, LLC specializes in the design and administration of small to medium sized Defined Benefit Plans including Cash Balance Plans. To qualify for the position one must have at least 3 years of experience administering and consulting on small to mid-size cash balance plans. Responsibilities include everything related to handling a Cash Balance or Defined Benefit Plan with fewer than 500 participants.
What you'll do:
- Perform and possibly review actuarial valuations for defined benefit and cash balance plans in accordance with IRS laws and regulations
- Prepare and possibly review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
- Prepare and possibly review PBGC filings and notices
- Prepare and possibly review annual FASB reports
- Prepare and possibly review distribution packages and annual participant statements
- Prepare, possibly review, and timely deliver government form filings (IRS & DOL form 5500, Schedule SB, etc.)
- Prepare preliminary design studies and projections that will meet all nondiscrimination requirements
- Establish and maintain qualified form of plan legal documents, including all amendments
- Prepare, possibly review, and consult regarding plan termination filings with IRS and PBGC
- Lead and/or participate in retirement plan consulting projects
- Direct client contact and new business development is at your discretion and will be rewarded but not required
Who you are:
- 3+ years of relevant small plan actuarial experience
- Experience working with retirement systems such as FT Williams, ASC etc
- Knowledge of business entities as they relate to plan compensation and plan design
- Knowledge of Defined Benefit / Cash Balance plans how they work/affect retirement plans
- Exceptional approach to client service focusing on communications, timely solutions, and client needs
- Strong organizational skills with ability to collect, organize and analyze data
- Ability to work in energized, remote-first, fast paced environment.
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com
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