Combo Retirement Plan Administrator, (AUI)

Overview

Strongpoint Partners is a 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. 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 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.

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 experienced Retirement Combo Plan Administrator. We are seeking candidates that have a great sense of integrity 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 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

• Ability to perform 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 all assigned plans, including the following : Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms (i.e., 5330, 8955-SSA, etc.) and schedules.
• Plan design for existing and potential new clients.
• Perform, 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 all 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 prepared for terminated employees.
• Research technical and regulatory issues related 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

Preferred Qualifications

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

We are an equal opportunity employer. We do not discriminate on the basis of protected status under applicable law.

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