Alerus

Retirement Plan Document/Design Manager

Alerus · Full Time · 17 days ago

Alerus

🌎 United States 💵 $95000 - $105K per year ⭐ 5-10 yrs exp 💼 Design

The Plan Document Manager leads a team of experts to ensure high-quality retirement plan document design and service excellence. This role oversees project management, team development, and cross-functional collaboration to drive operational efficiency and compliance.

team-management communication microsoft-office operations onboarding training leadership client-service history compliance

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Retirement Compliance Audit Specialist

Alerus · Full Time · 24 days ago

Alerus

🌎 United States 💵 $55000 - $70000 per year ⭐ 2-5 yrs exp 💼 Legal

The Compliance Audit Specialist monitors and documents compliance requirements to ensure adherence to ERISA, IRS, and Department of Labor regulations. They also maintain centralized tracking tools and coordinate with cross-functional teams to ensure timely execution of audit activities.

microsoft-office operations documentation history compliance

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Actuary - Cash Balance Plans/Retirement Plans

Alerus · Full Time · a month ago

Alerus

🌎 United States 💵 $120K - $160K per year ⭐ 10+ yrs exp 💼 Finance

The Actuary designs and communicates technical ERISA aspects of retirement plans and produces projections for new business proposals. They manage a portfolio of clients, overseeing data review, valuation preparation, and required government filings.

communication reporting training testing client-service compliance

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Manager, Retirement Relationship Management

Alerus · Full Time · a month ago

Alerus

🌎 United States 💵 $115K - $135K per year ⭐ 10+ yrs exp 💼 Others

Manage and coach a team of Relationship Managers to enhance retirement business relationships and generate new revenue opportunities. Maintain a personal portfolio of retirement clients while providing holistic financial solutions and strategic leadership.

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Retirement Relationship Manager III

Alerus · Full Time · a month ago

Alerus

🌎 United States 💵 $75000 - $90000 per year ⭐ 5-10 yrs exp 💼 Others

Manage and retain a portfolio of business clients by providing advanced retirement solutions and investment expertise. Act as the primary contact for advisors and sponsors, leading plan reviews and participant education efforts.

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Retirement Compliance Administrator II

Alerus · Full Time · 2 months ago

Alerus

🌎 United States 💵 $55000 - $65000 per year ⭐ 2-5 yrs exp 💼 Software Development

The role focuses on providing technical support for retirement plan compliance, including testing and Form 5500 preparation. It involves managing tasks via Salesforce in a queued environment to ensure regulatory adherence and operational integrity.

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Retirement Relationship Manager II

Alerus · Full Time · 2 months ago

Alerus

🌎 United States 💵 $65000 - $72000 per year ⭐ 5-10 yrs exp 💼 Others

Manage and retain a portfolio of business clients by providing advanced retirement solutions and technical ERISA expertise. Act as the primary contact for advisors and sponsors to handle escalations, fee negotiations, and plan health improvements.

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