Enrolled Actuary, AUI

Strongpoint Partners

. Interpret Defined Benefit / Cash Balance Plan actuarial valuation elements and communicate issues to in-house actuaries and clients .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $140,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Defined Benefit and Cash Balance Plan actuarial valuations, including non-discrimination testing and PBGC filing requirements. Proficient in utilizing administration systems and MS Office tools to support retirement plan management and client communication.

Highest-signal resume keywords

Enrolled Actuary DesignationDefined Benefit Plan ExperienceNon-Discrimination TestingRelius Administration SystemProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Defined Benefit Actuarial ValuationCash Balance Plan ValuationBenefit CalculationsAFTAP CalculationsSchedule B PreparationPBGC FilingTrust AccountingAccrual-Basis Government ReportingAdvanced Cross-Testing ConceptsLegislative Monitoring

Soft Skills

Leadership SkillsAdaptabilityCreativityProactivityEagerness to Grow

Tools & Technologies

MS OfficeReliusFT WilliamAdministration Systems

Certifications & Qualifications

Enrolled Actuary

Industry Keywords

Retirement PlanDefined Benefit PlanCash Balance PlanPBGCNon-Discrimination TestingPlan Design Changes401(k) PlansActuarial Support

About the role

Key responsibilities & impact

Interpret Defined Benefit / Cash Balance Plan actuarial valuation elements and communicate issues to in-house actuaries and clients
Prepare and facilitate PBGC filings for covered Defined Benefit Plans
Maintain industry knowledge and share information with clients and team members
Monitor changing 401(k) and Defined Benefit Plan legislative requirements
Read and interpret legal plan documents and amendments
Discuss plan design changes and options with clients
Review 401(k) valuations, trust accounting, and accrual-basis government reporting
Perform and understand non-discrimination testing
Provide actuarial and administration support to clients
Perform benefit calculations, valuations, AFTAP, and Schedule B
Perform other duties as assigned

Requirements

What you’ll need

3-5+ years of retirement plan experience; small defined benefit plan experience preferred
Enrolled Actuary designation required to sign documents
Excellent knowledge of non-discrimination testing
Knowledge of Defined Benefit / Cash Balance actuarial valuation reports and PBGC filing requirements
Knowledge of advanced cross-testing concepts and ability to perform testing for cost-effective nondiscrimination solutions
Proficiency in MS Office, including Word, Excel, and Outlook
Experience with Relius, FT William, or similar administration system
Strong project management and leadership skills
High comfort with technology
Adaptability, creativity, proactivity, and eagerness to grow

Benefits

Comp & perks

Flexible workplace with remote options
Flexible PTO, including flexible and unlimited options
Health, dental, vision, life, and disability coverage
Support for ongoing learning and career development
Incentive bonus programs
Flexible hours
Inclusive environment valuing diversity, collaboration, and respect