Actuary/Cash Balance Specialist
Remotedxb
Responsibilities
- Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation
- 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
- Discuss plan design changes and options with clients
- Prepare 401(k) valuations, trust accounting, and government reporting on an accrual basis
- Perform benefit calculations, valuations, AFTAP, and schedule SBs
Requirements
- 3-5+ years of small plan DB experience
- Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements
- Knowledge of advanced cross-testing concepts and ability to perform testing for nondiscrimination requirements
Preferred Qualifications
- Enrolled Actuary designation to sign documents
Benefits
- Flexible workplace options
- Flexible PTO including unlimited options
- Inclusive environment
- Growth and career development opportunities
- Comprehensive health, dental, vision, life, and disability coverage
- Incentive bonus programs and flexible hours
About the Company
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.
#J-18808-LjbffrVacancy posted 4 days ago
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