Retirement Plan Document Leader - Team & Projects

Alerus; National City (CA); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Competitive pay

Bonus potential

Benefits package

Paid time off

Career development

Financial wellness tools

Volunteer program

Job summary

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and oversee critical projects such as restatements. This role balances hands-on supervision with mentorship, ensuring high-quality service and strong client outcomes.

The position demands retirement plan expertise, strong communication, and the ability to collaborate across departments. The successful candidate will contribute to process improvements and team development in a dynamic environment.

Qualifications

• Leadership experience in a fast-paced, collaborative environment.
• Depth of knowledge of retirement plan document provisions and interpretation.
• QKA credential (Qualified 401(k) Administrator) strongly recommended; pursuing designation considered.
• Excellent organizational, communication, and interpersonal skills with ability to balance priorities.

Responsibilities

• Lead a small team of plan document experts and manage team-related projects.
• Coach, develop, and guide team members; support performance management and escalation handling.
• Set objectives, provide guidance to internal partners and clients.
• Build strong cross-functional relationships with internal teams.
• Provide oversight for audits, procedures, and process adherence.
• Participate in onboarding and training of new staff.
• Drive operational improvements and participate in new initiatives.

Skills

Leadership experience

Retirement plan knowledge

QKA credential

Microsoft Office

Education

Bachelor’s degree in business-related field

Tools

Microsoft Office Suite

Job description

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and oversee critical projects such as restatements. This role balances hands-on supervision with mentorship, ensuring high-quality service and strong client outcomes.

The position demands retirement plan expertise, strong communication, and the ability to collaborate across departments. The successful candidate will contribute to process improvements and team development in a dynamic environment.