--- title: 'Enrolled Actuary, (Pollard & Associates) at Strongpoint Partners' canonical: 'https://feeny.ai/job/enrolled-actuary-pollard-associates-strongpoint-partners-remote-2h6p7yqka2k1' type: 'job' last_seen: '2026-09-16' --- # Enrolled Actuary, (Pollard & Associates) at Strongpoint Partners - **Company:** Strongpoint Partners - **Location:** Remote - **Work type:** remote - **Posted:** 2026-09-10 - **Last confirmed live:** 2026-09-16 - **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5420721008 ## 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. 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](https://www.strongpointpartners.com/). Role Overview: Pollard & Associates (POL), a Strongpoint Partner, is seeking an experienced Enrolled Actuary with experience in the small business marketplace. To qualify for the position, candidates must be an Enrolled Actuary - enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under the Retirement Income Security Act of 1974 with at least three years of experience as an Enrolled Actuary. Responsibilities of this role include everything related to handling Cash Balance/Defined Benefit plans with fewer than 200 participants. Experience with and knowledge of ASC 715 and other FASB requirements is preferred. This is a great opportunity for a motivated candidate who wants to be an integral part of a growing financial services firm. 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: - Independently review a caseload of 150+ Defined Benefit / Cash Balance Plans in accordance with IRS laws and regulations. - 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. - Review distribution packages and annual participant statements. - Review government form filings (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. - Lead and/or participate in retirement plan consulting projects. - Direct client contact and new business development is at your discretion and will be rewarded, but not required. - Ability to work in energized, fast-paced environment. - Maintain industry knowledge and share information with client and team members. - Keep up to date with changing legislative requirements. - Provide superior client service, responsiveness, and communication. - Utilize administration systems (Datair, FT William) and other technologies to maximize efficiencies. - Other duties as assigned. Qualifications: - 3+ years reviewing actuary 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. - Understand client business issues and be able to understand how they affect the retirement plan. - Experience with Datair preferred but not required. - Ability to utilize and keep current CRM software (Pension Pal). - 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 internally and externally. - Ability to work well under pressure with multiple priorities and deadlines. - Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team. Preferred Qualifications: - Membership in at least one of the following: - The Society of Actuaries (SOA) - The American Society of Enrolled Actuaries (ASEA) - The American Academy of Actuaries (AAA) - The National Institute of Pension Administrators (NIPA) 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. ## About Strongpoint Partners ## Company Overview - **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure. - **Entity Type**: Private (fastest-growing private company on Inc. 5000) - **Headquarters**: Chicago, IL, USA - **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history) - **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans) ## Core Business - **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services - **Target customers**: Small- to medium-sized businesses (SMBs), B2B - **Mission**: “Making retirement work for everyone.” ## Products & Services - **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting. - **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans. - **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually. - **HRIS**: Retirement-integrated HR solutions with concierge service and data validation. - **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs. All offerings are delivered through a tech-enhanced service model with local client success teams. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metrics**: - Plan Assets Under Administration: **$54B+** - Total Plans Administered: **32,000+** - Retirement Plan Participants Supported: **600,000+** - Employees: **408 U.S.-based** (as of April 2025) - **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms) - **Growth Signals**: - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years) - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more) - Assets under administration grew from $6B (2024) to $54B+ - Headcount more than doubled from ~200 (2024) to 408 (2025) ## Competitive Advantages - **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform. - **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years. - **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network. - **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients. - **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance. ## Strategic Focus - Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs. - Expand the national network through acquisitions and new partner firms. - Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience. - Maintain a culture of continuous improvement and service leadership. ## Why Work Here - **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining. - **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category). - **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.” - **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being. - **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team). - **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains. ## Sources 1. [strongpointpartners.com](https://www.strongpointpartners.com/) 2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint) 3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story) 4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453) 5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners) ## Other roles at Strongpoint Partners - [TPA Sales Consultant, (HSR)](https://feeny.ai/job/tpa-sales-consultant-hsr-strongpoint-partners-remote-7whs0x08zj8r) - [Retirement Plan Administrator, (HSR)](https://feeny.ai/job/retirement-plan-administrator-hsr-strongpoint-partners-remote-67dw5vwkqr56) - [Senior Graphic Designer](https://feeny.ai/job/senior-graphic-designer-strongpoint-partners-remote-bk87px1y23kf) - [Retirement Plan Recordkeeping Associate, (RSG)](https://feeny.ai/job/retirement-plan-recordkeeping-associate-rsg-strongpoint-partners-new-orleans-6ba3dgpzd194) — New Orleans, LA - [Director of Strategic Partnerships](https://feeny.ai/job/director-of-strategic-partnerships-strongpoint-partners-remote-77j6pznnpjr0) - [Retirement Onboarding Specialist (TFG)](https://feeny.ai/job/retirement-onboarding-specialist-tfg-strongpoint-partners-remote-6febpkm357wx) - [Retirement Document Specialist, (TFG)](https://feeny.ai/job/retirement-document-specialist-tfg-strongpoint-partners-remote-4hh0n1de6gxn) - [Retirement Plan Administrator, (RSG)](https://feeny.ai/job/retirement-plan-administrator-rsg-strongpoint-partners-new-orleans-afcq0aqack5f) — / New Orleans, LA - [Data Transformation Manager](https://feeny.ai/job/data-transformation-manager-strongpoint-partners-chicago-fxh6gkkctwq0) — Chicago, IL - [Sr. Retirement Plan Administrator, (PFS)](https://feeny.ai/job/sr-retirement-plan-administrator-pfs-strongpoint-partners-remote-h9e5dcna1xxb)