Responsibilities
- Manage end-to-end administration for a caseload of around 80 small combination retirement plans independently.
- Interpret actuarial valuation components for defined benefit and cash balance plans and relay findings to internal actuaries and clients.
- Produce complete annual valuation submissions, including reports, notices, certifications, IRS forms, and PBGC filings.
- Collaborate on plan design strategies for current and prospective clients.
- Conduct, verify, and correct annual non-discrimination tests for standalone and combined DB/DC plans under various IRS code sections.
- Review all client-facing and government-submitted documents such as reports, disclosures, tax forms, and legal paperwork.
- Determine contribution amounts and future funding projections.
- Process and validate distributions for separated participants, including calculation accuracy and form completeness.
- Investigate complex regulatory and technical issues affecting client plans.
- Foster strong client relationships through proactive communication and advisory on compliance and plan management.
- Pursue continuous professional development via training sessions and certification exams.
- Complete additional tasks as necessary.
Benefits
- Hybrid and remote work options available for many positions.
- Generous and flexible paid time off policy, including unlimited PTO in some cases.
- Workplace culture that emphasizes diversity, teamwork, and mutual respect.
- Opportunities for professional growth and ongoing education support.
- Extensive health and welfare benefits including medical, dental, vision, life, and disability insurance.
- Additional workplace incentives such as performance bonuses and adaptable work hours.
Compensation
The expected base salary range is $80,000 to $95,000 per year. Final pay is based on location, skills, experience, education, and certifications. Total compensation includes base salary plus a full benefits package.
Work Arrangement
Fully remote; eligible for any location within the United States.
Team
Member of a specialized retirement plans team that collaborates with internal actuarial staff and regional client support units.
Pay Transparency Statement
The anticipated pay range for this position is $80,000-$95,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, 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. 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. **Specific benefits and programs may vary by partner and position.
Other
- 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.
- Specific benefits and programs may vary by partner and position.
Not applicable
