注册精算师，(Pollard & Associates)
Enrolled Actuary, (Pollard & Associates)
我们是：
Strongpoint Partners 是一个技术驱动的退休服务平臺，为中小型企业提供整合的退休第三方管理、记录保存、薪资和人力资源解决方案。被列为 Inc. 5000 美国增长最快的私营公司之一，并被评为值得信赖的工作场所，Strongpoint 提供一系列服务，优先考虑准确性、合规性以及降低监管风险，由本地客户成功团队提供支持，这些团队了解其所服务市场的细微差别。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休的所需经验和专业知识相结合。更多信息，请访问：www.strongpointpartners.com。
职位概述：
Pollard & Associates（POL），一个 Strongpoint 合作伙伴，正在寻找一位有经验的注册精算师，具有小型企业市场经验。申请该职位的候选人必须是注册精算师——由联合精算师注册委员会注册，能够在《1974 年退休收入保障法》下提供精算服务，并且至少有三年注册精算师经验。该职位的职责包括处理参与人数少于 200 人的现金余额/确定福利计划的所有相关工作。具备 ASC 715 和其他 FASB 要求的经验和知识者优先。这是为希望成为不断壮大的金融服务公司重要一员的积极候选人提供的绝佳机会。
请注意：这是一个完全远程的职位，可以在美国任何地方进行。我们致力于支持灵活的工作环境，欢迎来自美国所有时区的候选人。
主要职责：
- 根据 IRS 法律和法规独立审查 150 多个确定福利/现金余额计划。
- 审查合格养老计划的年度非歧视性测试，包括现金余额、确定福利、401(k)、利润分享和资金购买计划。
- 审查 PBGC 提交的文件和通知。
- 为 AFTAP 认证贡献金额和资产金额。
- 准备和审查年度 FASB 报告。
- 审查分配包和年度参与者声明。
- 审查政府表格提交（IRS 和 DOL 表格 5500、附表 SB 等）。
- 准备初步设计研究和预测，以满足所有非歧视性要求。
- 准备、审查和咨询
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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.
Role Overview:
Pollard & Associates (POL), a Strongpoint Partner, is seeking an experienced Enrolled Actuary with experience in the small business marketplace. To qualify for the position, candidates must be an Enrolled Actuary - enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under the Retirement Income Security Act of 1974 with at least three years of experience as an Enrolled Actuary. Responsibilities of this role include everything related to handling Cash Balance/Defined Benefit plans with fewer than 200 participants. Experience with and knowledge of ASC 715 and other FASB requirements is preferred. This is a great opportunity for a motivated candidate who wants to be an integral part of a growing financial services firm.
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:
- Independently review a caseload of 150+ Defined Benefit / Cash Balance Plans in accordance with IRS laws and regulations.
- Review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
- Review PBGC filings and notices.
- Certify contribution and asset amounts for AFTAP.
- Prepare and review annual FASB reports.
- Review distribution packages and annual participant statements.
- Review government form filings (IRS & DOL form 5500, Schedule SB, etc.).
- Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.
- Prepare, review, and consult regarding plan termination filings with IRS and PBGC.
- Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.
- Lead and/or participate in retirement plan consulting projects.
- Direct client contact and new business development is at your discretion and will be rewarded, but not required.
- Ability to work in energized, fast-paced environment.
- Maintain industry knowledge and share information with client and team members.
- Keep up to date with changing legislative requirements.
- Provide superior client service, responsiveness, and communication.
- Utilize administration systems (Datair, FT William) and other technologies to maximize efficiencies.
- Other duties as assigned.
Qualifications:
- 3+ years reviewing actuary experience.
- Knowledge of business entities as they relate to plan compensation and plan design.
- Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
- Understand client business issues and be able to understand how they affect the retirement plan.
- Experience with Datair preferred but not required.
- Ability to utilize and keep current CRM software (Pension Pal).
- Organized individual able to set priorities, meet deadlines, and be detail-oriented.
- Team player, collaborative, able to work with and through others.
- Strong verbal and written communication skills internally and externally.
- Ability to work well under pressure with multiple priorities and deadlines.
- Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
Preferred Qualifications:
- Membership in at least one of the following:
- The Society of Actuaries (SOA)
- The American Society of Enrolled Actuaries (ASEA)
- The American Academy of Actuaries (AAA)
- The National Institute of Pension Administrators (NIPA)
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.