精算师/现金余额专员
Actuary/Cash Balance Specialist
我们是谁：
Strongpoint Partners 是一家技术驱动的退休服务平合，为中小型企业提供集成的退休第三方管理、记录保存、薪资和人力资源解决方案。Strongpoint 被评为 Inc. 5000 美国增长最快的私营公司之一，并被认证为值得工作的优秀场所。Strongpoint 提供一系列以准确性、合规性和降低监管风险为重点的服务，由了解其所服务市场细微差别的本地客户成功团队交付。Strongpoint 将对服务和创新的不懈热情与必要的经验及专业知识相结合，以确保每个人都能实现退休目标。更多信息，请访问：www.strongpointpartners.com。
现金余额计划目前的数量几乎比传统养老金计划多两倍。Strongpoint 正在寻找有小型和中型现金余额计划管理经验的养老金管理员、精算分析师和注册精算师。Strongpoint 也提供组合式 DC/DB 计划以及独立的 DB 计划服务。
你将负责：
- 理解并解释养老金 / 现金余额计划精算估值的要素，并能够向内部精算师和客户传达问题。
- 准备并协助提交覆盖养老金计划的 PBGC 文件。
- 保持对行业的了解，并与客户和团队成员分享信息。
- 跟踪 401(k) 和养老金计划立法要求的变化。
- 与客户讨论计划设计变更和选项。
- 按权责发生制准备 401(k) 估值/信托会计/政府报告。
- 执行福利计算、估值、AFTAP 和 SB 表。
所需经验：
- 3-5 年以上小型养老金计划经验
- 拥有注册精算师资格以签署文件者优先
- 精通养老金 / 现金余额精算估值报告和 PBGC 文件要求
- 熟悉高级交叉测试概念，并能执行测试以确定满足非歧视要求的最具成本效益的解决方案
这是一个完全远程的职位，面向全美候选人开放。优先考虑位于中部和东部时区的候选人。该职位的预期薪资范围为 80,000-150,000 美元，具体根据经验、技能和地理位置而定。
我们的价值驱动员工体验：
- 灵活的工作时间
查看英文原文
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. 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.
Cash Balance plans currently outnumber traditional DB plans by nearly 2 to 1. Strongpoint is looking to hire Defined Benefit Administrators, Actuarial Analysts, and Enrolled Actuaries with experience in small and mid-size cash balance plan administration. Strongpoint services combo DC/DB plans as well as standalone DB plans.
What you'll do:
- 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.
- Discuss plan design changes and options with clients.
- Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.
- Perform benefit calculations, valuations, AFTAP and schedule SBs.
Required Experience:
- 3-5+ years of small plan DB experience
- Enrolled Actuary designation to sign documents is preferred.
- 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.
This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.The anticipated salary range for this position is $80,000-$150,000+, depending on experience, skill set, and geographic location.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible 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.