[Remote] Consulting Actuary, (SMS)
Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Consulting Actuary is responsible for providing actuarial analysis, strategic insights, and consulting support to clients, helping them evaluate and manage risk, design benefit programs, and make data-driven financial decisions.
Responsibilities
• Ability to perform A-Z administration and to independently manage caseload of Defined Benefit & Cash Balance plans
• 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 and import census data and reconcile participant account data, including "receivable" contributions
• Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
• Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms
• Provide actuarial and administration support to clients
• Perform benefit calculations, actuarial valuations, AFTAP and Schedule SB certifications
• Other duties as assigned
Skills
• 5+ years of retirement plan experience
• Enrolled Actuary designation to sign documents required
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) 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
• Ability to perform accrual-based trust accounting for Form 5500 purposes
• Proficiency in MS Office, including Word, Excel, & Outlook
• Experience with ASC or similar administration systems preferred
Benefits
• 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.
Company Overview
• Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services. It was founded in 2021, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.strongpointpartners.com.
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