Enrolled Actuary
New
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Strongpoint PartnersActuarial Retirement Services
Can be performed from anywhere within the United States, all U.S. time zonesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- At least five years of experience as an Enrolled Actuary
Requirements
- Enrolled Actuary certification by the Joint Board for the Enrollment of Actuaries.
- At least 5 years of relevant small plan actuarial 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.
- Thorough knowledge of Cash Balance Plans.
- Ability to understand client business issues and how they affect the retirement plan.
- 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.
- Ability to work well under pressure.
Responsibilities
- 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.
- 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.
- Prepare, review, and deliver government form filings in a timely manner, (e.g., 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.
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