Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that 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 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.
Position Overview:
Strongpoint Partners is seeking an experienced Enrolled Actuary with Defined Benefit / Defined Contribution (DB/DC) Plan Administrator experience in the small business marketplace. An Enrolled Actuary will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements.
This is a great opportunity for a motivated candidate who wants to develop within a fast growing organization. This individual must have strong project management and leadership skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Key Responsibilities:
- Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients.
- Prepare and facilitate PBGC filings for covered Defined Benefit Plans.
- Maintain industry knowledge and share information with client and team members.
- Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements.
- Read and interpret legal plan documents and amendments.
- Discuss plan design changes and options with clients.
- Review 401(k) valuations/trust accounting/government reporting done on an accrual basis.
- Perform and understand non-discrimination testing.
- Provide actuarial and administration support to clients.
- Perform benefit calculations, valuations, AFTAP and schedule B.
- Other duties as assigned.
Minimum Qualifications:
- 3-5+ years of retirement plan experience, (specifically small defined benefit plan experience preferred).
- Enrolled Actuary designation to sign documents required.
- Excellent knowledge of non-discrimination testing.
- Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements.
- Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.
- Proficiency in MS Office, including Word, Excel, & Outlook.
- Experience with Relius, FT William, or similar administration system.
Pay Transparency Statement:
The anticipated target salary for this position is $120,000+ annually. Individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.
Top Skills
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
