Combo Plan Administrator

Actuaries Unlimited, a Strongpoint Partner, is looking for a new team member to join us as an experienced Retirement Combo Plan Administrator. We are seeking candidates that have a great sense of integrity and a passion for what they do. Our employees are team players, well organized, and able to multi-task and work well under pressure. As a full-time Administrator, you will have opportunities to work closely with in-house actuaries, maintain client relationships and be part of a creative plan benefits team.

What you'll do:

• Ability to perform A-Z administration and to independently manage a caseload of approximately 95 small combo plans
• Understand and interpret elemnts of DB/Cash Balance Plan actuarial valuation & be bale to communicate issues to in-house actuaries and clients
• Prepare Annual Valuation packages for all assigned plans, including the following: Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms (ie. 5330, 8955-SSA, etc.) and schedules
• PBGC Comprehensive Premium Filings
• Plan design for existing and potential new clients
• Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans. This includes but is not limited to: 410(b), 401(a)(4), 401(a)(26), and gateway testing
• Review all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency
• Calculate projections and contribution requirements
• Prepare distribution calculations and review distribution forms prepared for terminated employees
• Research technical and regulatory issues related to client’s plans
• Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements
• Continue education through webcasts and ASPPA exams

Who you are:

• Minimum of 5 years experience in administration of qualified combo plans
• Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields
• Experience with Relius and FT Williams benefits software is preferred
• Highly organized and extremely detail-oriented
• Ability to work well with others and be a team player in a fast-paced environment
• Ability to prioritize and multi-task
• Passion for client service
• Ability to work independently in a remote work environment

Preferred Qualifications:

• ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials