Strongpoint Partners
Financial Services
EnrolledActuary,(CashBalanceActuaries)
“Enrolled Actuary, (Cash Balance Actuaries) at Strongpoint Partners. Skills: Cash Balance Plans, Defined Benefit Plans, actuarial valuations, non-discrimination testing. Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations. Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans”
Industry & Context.
Ability to understand client business issues how they affect the retirement plan
Ability to work in energized, fast-paced environment, Ability to work well under pressure with multiple priorities and deadlines
What They're Looking For.
Must Have
Enrolled Actuary - enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under the Retirement Income Security Act of 1974, at least five years of experience as an Enrolled Actuary, 5 years of relevant small plan actuarial experience
Nice to Have
Experience with and knowledge of ASC 715 and other FASB requirements, 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)
What You'll Do.
Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations
Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance
and Money Purchase plans
Review PBGC filings and notices
Certify contribution and asset amounts for AFTAP
Prepare and review annual FASB reports
Prepare and review distribution packages and annual participant statements
and deliver government form filings in a timely manner
Prepare preliminary design studies and projections that will meet all nondiscrimination requirements
and consult regarding plan termination filings with IRS and PBGC
Represent clients in audits with IRS
P/T Exemption and VCP Filings
Lead and/or participate in retirement plan consulting projects
How You'll Work.
Team & Collaboration
work collaboratively with the entire team
Communication Scope
verbal and written communication skills internally and externally
Applying for this Enrolled Actuary, (Cash Balance Actuaries) role?
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