出海雷达

精算师,(AUI)

Enrolled Actuary, (AUI)

设计全球可投
公司Strongpoint Partners
薪资未公开
工作地点Remote
地域资格全球可投
时区要求无特别要求
用工类型未标注
发布时间7 天前
数据来源Greenhouse
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全球可投:该职位未限制候选人所在地区。仍需注意薪资可能按地区折算,以及实际签约方式(正式雇佣 / 独立合同)。

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 美国增长最快的私人公司之一,并被认证为值得工作的优秀企业。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提供支持。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休目标所需的体验和专业知识相结合。更多信息,请访问:www.strongpointpartners.com。

关于 Actuaries Unlimited(AUI):

Actuaries Unlimited(AUI)总部位于美国加利福尼亚州洛杉矶,是一家领先的养老金管理和退休福利咨询提供商。公司由一支经验丰富的精算师和退休专业人士团队组成,他们协作工作,提供周到、准确且以客户为中心的解决方案。AUI 是 Strongpoint Partners 的运营合作伙伴。通过这一合作,AUI 将深厚的精算专业知识与不断壮大的全国性平台的规模、资源和创新能力相结合。

职位概述:

Actuaries Unlimited(AUI),作为 Strongpoint 的合作伙伴,正在寻找一位具有定义福利(DB)和定义贡献(DC)计划经验的资深注册精算师,特别是在中小企业市场领域。

该职位将负责向客户提供精算和咨询服务,包括合规测试、政府报告和计划设计指导。你将与客户和内部团队紧密合作,确保准确性、合规性以及战略计划优化。

这是一个加入协作性强、发展迅速的组织的机会,你的专业知识将直接影响客户成果,并为业务的持续发展做出贡献。

请注意:此职位为全远程办公,可在美国内任何地点进行。我们致力于支持灵活的工作环境,欢迎所有美国时区的候选人申请。

主要职责:

  • 向客户和内部精算师解释并传达定义福利和现金余额计划的评估结果
  • 为适用的定义福利计划准备并提交 PBGC 报告
  • 保持最新行业动态
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.

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 $140,000-$150,000 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.
  • 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.

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