Retirement Compliance & Audit Specialist

Alerus; United States; On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Generous paid time off

Learning and development resources

Financial wellness tools

Volunteer time & donation match

Job summary

Alerus is seeking a Compliance Audit Specialist to support governance as a PPP and Plan Administrator, ensuring adherence to ERISA, IRS, and DOL regulations. The role emphasizes organization, attention to detail, and managing multiple compliance requirements with audit background.

The position collaborates with cross-functional teams to meet deadlines, update tracking tools, and maintain documentation supporting the PPP's fiduciary responsibilities.

Qualifications

• Bachelor's Degree in a business-related field or equivalent experience.
• At least three years' experience in defined contribution plan compliance or audit-related fieldwork.
• QKA credential preferred; candidates pursuing designation considered.

Responsibilities

• Maintain and update centralized tracking tools for PPP/audit compliance responsibilities, including deadlines, deliverables, and supporting documentation.
• Monitor completion of PPP/audit activities and follow up with internal teams to ensure timely execution and oversight.
• Maintain documentation supporting the PPP's role as a named fiduciary and Plan Administrator.
• Identify potential compliance risks or process gaps and escalates as appropriate.
• Support development and maintenance of standard operating procedures related to PPP and audit responsibilities.
• Coordinate with internal partners to ensure accurate and consistent handling of compliance-related processes.
• Contribute to ongoing process improvement initiatives to enhance efficiency and strengthen controls.

Skills

Organizational skills

Communication skills

Interpersonal skills

Independent work

Prioritization

Problem solving

Attention to detail

Education

Bachelor's Degree in business or related field

Tools

Microsoft Office

Job description

Alerus is seeking a Compliance Audit Specialist to support governance as a PPP and Plan Administrator, ensuring adherence to ERISA, IRS, and DOL regulations. The role emphasizes organization, attention to detail, and managing multiple compliance requirements with audit background.

The position collaborates with cross-functional teams to meet deadlines, update tracking tools, and maintain documentation supporting the PPP's fiduciary responsibilities.