Retirement Plan Compliance Analyst

Alerus Financial; United States; On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Paid time off

Learning & development

Volunteer time

Job summary

Alerus Financial is seeking a Compliance Analyst to support new business activity and maintain plan documentation. The role involves preparing adoption agreements, board resolutions, and service agreements to define ARB/client responsibilities.

You will assist with legislative updates, support the annual Administrative Review, and ensure timely delivery of compliant paperwork while serving internal and external clients with professionalism.

Qualifications

• 1+ year of technical retirement plan experience with all types of tax-qualified plans.
• 3-5 years of experience with 401(k) plans; underwriting or new case issuance preferred.
• Good written/oral communication, organization, and client service skills.

Responsibilities

• Assist with client communication related to legislative changes and topics as directed.
• Support new business installation as directed.
• Prepare adoption agreements, board resolutions, retirement plan service agreements, and other documents to establish ARB/client responsibilities.
• Participate in annual Administrative Review: audit plan provisions, fee setup and plan documentation, resolve exceptions.

Skills

Technical retirement plan experience

Client service

Microsoft Word/Excel

Tools

Microsoft Word

Microsoft Excel

Job description

Alerus Financial is seeking a Compliance Analyst to support new business activity and maintain plan documentation. The role involves preparing adoption agreements, board resolutions, and service agreements to define ARB/client responsibilities.

You will assist with legislative updates, support the annual Administrative Review, and ensure timely delivery of compliant paperwork while serving internal and external clients with professionalism.