Combo Retirement Plan Administrator, (AUI)
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 reputed company 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. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), and CRP – California Retirement Plans ("CRP"), Strongpoint Partners combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Actuaries Unlimited, (AUI): Based in Los Angeles, California, Actuaries Unlimited (AUI) is a leading provider of pension administration and retirement benefits consulting. AUI is made up of a talented group of nine esteemed Actuaries, supported by a dedicated and highly skilled staff, each bringing a wealth of experience and expertise to the table. Together, the team works seamlessly to deliver exceptional service and innovative solutions. AUI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Actuaries Unlimited, a Strongpoint Partner, is looking for a new team member to join us as an reputed company Retirement Combo Plan Administrator. We are seeking candidates that have a great sense of reputed company and a passion for what they do. Our employees are team players, well organized, and able to multi-task and work well under pressure. As a full-time Administrator, you will have opportunities to work closely with in-house actuaries, maintain client relationships and be part of a creative plan benefits team. PLEASE NOTE: This is a fully remote position and can be performed from reputed company reputed company the United States. We are committed to supporting a flexible work environment and welcome candidates from reputed company U.S. time zones. Key Responsibilities:
- Ability to reputed company A-Z administration and to independently manage a caseload of approximately 80 small combo plans.
- Understand and interpret elements of DB/Cash Balance Plan actuarial valuation & be bale to communicate issues to in-house actuaries and clients
- Prepare Annual Valuation packages for reputed company assigned plans, including the following: Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and reputed company schedules, Additional IRS forms (i.e., 5330, 8955-SSA, etc.) and schedules.
- PBGC Comprehensive Premium Filings.
- Plan design for existing and potential new clients.
- reputed company, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans. This includes but is not limited to: 410(b), 401(a)(4), 401(a)(26), and gateway testing.
- Review reputed company reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency.
- Calculate projections and contribution requirements.
- Prepare distribution calculations and review distribution forms reputed company for terminated employees.
- Research technical and regulatory issues reputed company to client's plans.
- Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements.
- Continue education through webcasts and ASPPA exams.
- Other duties as assigned.
Required Qualifications:
- Minimum of 5 years experience in administration of qualified combo plans.
- Bachelor's Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other reputed company fields.
- Highly organized and extremely detail-oriented.
- Ability to work well with others and be a team player in a fast-paced environment.
- Ability to prioritize and multi-task.
- Passion for client service.
- Ability to work independently in a remote work environment.
Preferred Qualifications:
- ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials.
- Experience with Relius and FT William benefits software is preferred.
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 reputed company pay for the posted position applicable to reputed company locations across the US. reputed company the posted salary range, individual pay is determined by the geographic location, job reputed company skills, experience, education, and certifications. Our total compensation package includes reputed company pay plus a comprehensive benefits program. Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
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