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Role Summary

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HIGHLIGHTS

Senior retirement actuary role at Alerus supporting the sales team with design and communication of Cash Balance, Defined Benefit, and Defined Contribution plans. You will manage a book of existing clients, handle compliance testing, and provide internal training. This role is for an enrolled actuary with at least 10 years of experience in complex retirement plan administration.

JOB DESCRIPTION SUMMARY

  • Design and communicate Cash Balance, DB, and DC plan strategies
  • Perform compliance testing under IRC sections 415, 410, 401(a)(4), etc.
  • Manage a book of existing clients; coordinate annual reporting
  • Provide internal training to sales and administration staff
  • Requires Enrolled Actuary status and 10+ years' experience

DOMAIN EXPERTISE

  • Complex defined contribution plan administration
  • Cash Balance and Defined Benefit plan design
  • ERISA compliance testing and regulatory filings
  • Non-qualified plans and cross testing allocations

KEY REQUIREMENTS

  • Bachelor’s degree or equivalent
  • Enrolled Actuary (Active Status) approved by Joint Board
  • 10+ years in complex DC/DB plan administration
  • Member of Academy of Actuaries, SOA, or ASPPA
  • Advanced Excel and Word skills

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

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HIGHLIGHTS

Senior retirement actuary role at Alerus supporting the sales team with design and communication of Cash Balance, Defined Benefit, and Defined Contribution plans. You will manage a book of existing clients, handle compliance testing, and provide internal training. This role is for an enrolled actuary with at least 10 years of experience in complex retirement plan administration.

JOB DESCRIPTION SUMMARY

  • Design and communicate Cash Balance, DB, and DC plan strategies
  • Perform compliance testing under IRC sections 415, 410, 401(a)(4), etc.
  • Manage a book of existing clients; coordinate annual reporting
  • Provide internal training to sales and administration staff
  • Requires Enrolled Actuary status and 10+ years' experience

DOMAIN EXPERTISE

  • Complex defined contribution plan administration
  • Cash Balance and Defined Benefit plan design
  • ERISA compliance testing and regulatory filings
  • Non-qualified plans and cross testing allocations

KEY REQUIREMENTS

  • Bachelor’s degree or equivalent
  • Enrolled Actuary (Active Status) approved by Joint Board
  • 10+ years in complex DC/DB plan administration
  • Member of Academy of Actuaries, SOA, or ASPPA
  • Advanced Excel and Word skills

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
$120k - $160k
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary with a deep background in retirement plan design and compliance, 10+ years in complex DC/DB administration, and strong client-facing skills. Comfortable managing a book of business and advising internal teams on technical ERISA matters.

Other

Benefits

Bonus EligibleAnnual BonusHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanGenerous VacationPaid Parental Leave
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
$120k - $160k
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Enrolled Actuary with a deep background in retirement plan design and compliance, 10+ years in complex DC/DB administration, and strong client-facing skills. Comfortable managing a book of business and advising internal teams on technical ERISA matters.

Other

Benefits

Bonus EligibleAnnual BonusHealth InsuranceDental InsuranceVision InsuranceLife InsuranceShort/Long Term Disability401(k) PlanGenerous VacationPaid Parental Leave
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Actuary

Alerus

Retirement/Insurer/Manager Level
Alerus

Actuary

Alerus
United States•2h ago
OnsitePension DBPension DCNot Specified

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