Key Facts

Remote From:

United States

Category: Actuary

Full time

Senior (5-10 years)

English

Hard Skills

Cash Management Non-Discrimination Testing Project Management

Other Skills

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Plan Execution
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Microsoft Office
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Detail Oriented
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Collaboration
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Communication

Roles & Responsibilities

3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
Enrolled Actuary (EA) designation required
Strong knowledge of nondiscrimination testing and compliance requirements
Experience with Defined Benefit/Cash Balance valuations and PBGC filings

Requirements:

Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
Prepare and file PBGC reports for applicable Defined Benefit plans
Stay current on industry trends and legislative changes impacting retirement plans
Review and interpret plan documents and amendments

Job description

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 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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.

Actuaries Unlimited (AUI), based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions.

AUI is an operating partner of Strongpoint Partners. Through this partnership, AUI combines deep actuarial expertise with the scale, resources, and innovation of a growing national platform.

Position Summary

Actuaries Unlimited (AUI) is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.

This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.

This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.

Location: Fully remote (U.S.-based candidates only)

Key Responsibilities

Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
Prepare and file PBGC reports for applicable Defined Benefit plans
Stay current on industry trends and legislative changes impacting retirement plans
Review and interpret plan documents and amendments
Advise clients on plan design strategies and contribution structures
Review 401(k) valuations, trust accounting, and government reporting
Perform and analyze nondiscrimination testing
Support actuarial valuations, AFTAP certifications, and Schedule B filings
Calculate participant benefits and provide ongoing client support
Collaborate across teams to ensure accurate and timely plan administration

What You Bring

3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
Enrolled Actuary (EA) designation required
Strong knowledge of nondiscrimination testing and compliance requirements
Experience with Defined Benefit/Cash Balance valuations and PBGC filings
Familiarity with advanced cross-testing concepts
Proficiency in Microsoft Office (Excel, Word, Outlook)
Experience with Relius, FT William, or similar administration systems
Strong project management skills and attention to detail
Comfortable working in a fast-paced, evolving environment

Compensation & Benefits

The anticipated base salary for this position is $110,000+ annually, with final compensation based on experience, skills, and geographic location.

Our Value-Driven Employee Experience:

Flexible Workplace – Hybrid and remote options available for many roles.
Flexible 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.