Who We Are

We are an independent TPA providing actuarial services and administration for qualified retirement plans.  From our beginning in the early 90’s, we have maintained our core values of Integrity, Accountability, Respect, Knowledge, and Teamwork.  Our approach toward clients is to actively listen and deliver custom solutions to their changing needs.  We pride ourselves on long lasting relationships with clients and other service providers with whom we work.  Each staff member is involved in the overall process of administration and valued for their contributions.

We are looking for a candidate willing and able to evolve into partner status within the company.  We are independently owned and working to maintain this position.

Compensation:  $90,000 - $150,000 depending on years of experience and held actuarial designations.

Please contact ablankenship@spg-tpa.com with applications.

Summary of Enrolled Actuary Tasks

Annual Administration

Process/Review defined benefit or cash balance actuarial valuations

• Data & Asset Reconciliation
• Funding valuations – Minimum Required Contribution, Maximum Tax Deductible Contribution
• Non-discrimination testing (combined plan testing) – 410(b), 401(a)(26), 401(a)(4)
• Review combined plan deduction limits if applicable
• Top Heavy determinations
• Process necessary reports (valuation, testing, etc.)
• Certify valuation and AFTAP (if applicable)

Process/Review defined contribution valuations

• Data & Asset Reconciliation
• Valuation
• Non-discrimination testing - 410(b), 401(a)(4)
• Top Heavy determinations
• ADP/ACP testing

Plan Distributions

• Complete/review defined benefit or cash balance participant distributions
• Review applicable IRC 436 restrictions
• Review distribution election forms

Plan Filings/Participant Notices

Complete/Review the following

• Form 5500/SF/EZ, Schedule SB, AFTAP certification
• PBGC - annual premium filing, reportable event Form 10
• AFTAP restriction participant notices
• Suspension of Benefit Notices
• ERISA 204(h)

Plan Terminations

Review applicable plan amendments for plan termination process

PBGC Standard Termination

• Complete/review Form 500, Form REP-S, Form EA-S, Form 501, Form MP-100 and schedules
• Review Notice of Intent to Terminate, Notice of Plan Benefits
• Review ERISA 204(h) notice if applicable
• Complete Review distribution election forms

Non-PBGC Termination

• Review ERISA 204(h) notice if applicable
• Complete/review participant distributions and election forms

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