Actuarial Associate Program

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 Howard Simon ("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:  .

The Actuarial Career Development Program (ACDP) at Strongpoint Partners is a structured development experience designed to cultivate high-quality actuarial talent and prepare participants for successful careers in actuarial services and combo plan administration, with a long-term pathway toward Enrolled Actuary (EA) status.

This rotational program combines practical on‑the‑job experience, formal technical training, and professional development to build expertise in key actuarial processes across retirement plan administration.

PLEASE NOTE:

This is a full-time, 9‑month development program which will result in a full‑time role with one of the Strongpoint Partners once complete. Candidates will spend the first week of the program in‑person at our Chicago headquarters and then work remotely for the remainder of the program.

As an ACDP participant, you will:

Rotation Experience – Build Depth & Breadth

• Data & Foundations: Census data validation, trust accounting, advanced Excel training, introduction to testing methodologies
• Valuation & Compliance: Funding target and target normal cost calculations, accrued benefits, nondiscrimination and 415 compliance, plan document navigation
• Reporting & Advanced Topics: 5500/Schedule SB preparation, PBGC premium calculations, participant statements, amendment and distribution packet support

Training & Growth

• Receive ongoing technical training in Excel & VBA, actuarial modeling systems, valuation methods, nondiscrimination testing, and IRS guidance frameworks
• Develop key soft skills including communication, time management, analytical problem‑solving, and professional judgment
• Work hands‑on with actuarial teams and contribute meaningfully to client deliverables
• Primary Mentor: Monthly check‑ins, career coaching, exam planning assistance
• Rotation Partner Contact: Technical guidance and support during each rotational assignment
• Begin or continue progress toward ASPPA exams with structured study support
• Participants may allocate up to two hours in the morning (workload permitting) for exam study
• Access in‑house study groups and prep sessions as part of the learning ecosystem

• 1+ year of actuarial / pension / related experience preferred
• Bachelor’s degree in Mathematics, Statistics, Economics, Finance, or related field
• Strong analytical capabilities and advanced proficiency with Microsoft Excel
• Interest in pursuing ASPPA actuarial exams

Performance & Success Metrics

You’ll be evaluated on:

• Demonstrated technical proficiency and independence on supervised plan work
• Completion of rotation skills checklists and milestone achievements
• Growth in…