Role Description Actuarial Consultant – Employee Benefits At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking an Actuarial Consultant who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Responsibilities - Actuarial Consulting & Analysis - Lead the development, maintenance, and peer review of actuarial models for feasibility studies, pension captives, and pro forma financial modeling - Prepare actuarial reports, presentations, and supporting documentation - Contribute to the ongoing enhancement of actuarial technical capabilities through evolving technology and best practices - Client & Project Support - Collaborate with actuarial team members on a variety of client projects and strategic initiatives - Prepare deliverables and lead or participate in client meetings - Support new business development activities and proposal pursuits - Operational Excellence - Drive automation and improvement of existing actuarial processes and methodologies - Support continuous improvement initiatives that enhance efficiency and analytical capabilities - Perform other duties as assigned Qualifications - Required - Associateship or Fellowship in the Society of Actuaries (SOA) - Strong attention to detail with exceptional analytical and problem-solving abilities - Proficiency in Microsoft Excel, Word, and PowerPoint - Experience with actuarial tools and technologies such as Python, VBA, ProVal, or similar platforms - Excellent written and verbal communication skills - Ability to work independently and collaboratively within a team environment - High level of responsiveness, dependability, and professionalism - Ability to adapt to a dynamic, fast-paced environment - Strong organizational skills with the ability to manage multiple priorities and deadlines - Proven research and technical writing capabilities - Preferred - Experience supporting pension risk transfer initiatives - Experience with captive insurance consulting or alternative risk solutions - Demonstrated expertise in actuarial modeling and financial analysis Core Competencies - Analytical Thinking - Problem Solving - Attention to Detail - Accountability and Follow-Through - Collaboration - Technical Expertise - Communication Skills - Adaptability - Client-Focused Mindset Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model - This role is Remote Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths - Leadership development programs - Technical and compliance training - Industry certifications and continuing education support - Peer learning and knowledge-sharing communities

• Monthly production of Statutory and Tax reserves for designated life insurance and annuity lines of business • Prepare, review and analyze Statutory and Tax reserve movements • Prepare, review and analyze quarterly and annual deliverables related to Statutory reserves including annual statement exhibits, Risk Based Capital (RBC) reports and rating agency deliverables • Maintain, enhance and ensure timely execution of valuation controls • Assist in the maintenance of the valuation programs for new products, new regulations, etc. • Assist with completion of the PBR Actuarial Report

• Assist sales team with design and communication of technical ERISA aspects of Cash Balance, Defined Benefit, and Defined Contribution plans • Produce and present projections for new business proposals based on input from prospects and sales consultants • Explain Defined Benefit and Cash Balance funding strategies, PBGC and non-PBGC plans, limits and minimums, plan adoptions, and any new legislation • Manage a book of existing and newly implemented clients, including data review, testing, valuation preparation, and required government and regulatory filings • Utilize analytical software to review employee census data, existing 401(k) and Profit Sharing plan documents, and ownership data to design a Defined Benefit, Cash Balance, and/or 401(k)/Profit Sharing plan that fulfills the client’s desires and objective while also complying with all the various limitations, coverage, and nondiscrimination testing requirements found in ERISA • Identify and implement changes and/or amendments needed to plan documents to address client needs and/or resolve client requests • Monitor receipt of client’s census information to prioritize completion of annual reporting requirements • Coordinate and assist administrators with timely completion of discrimination compliance testing • Provide input and guidance to colleagues assigned to administration for both a 401(k) and cash balance or defined benefit plan • Provide internal training to Alerus Sales and Administration Staff

• Develop and implement solutions within the Insurance service line and in collaboration with other services lines • Work closely with Staff/Assistants, Consultants/Seniors, Managers, Senior Managers, or Client partners in EY’s global network • Support large scale engagements and deliver high-quality client solutions • Develop and maintain long-term relationships and networks • Build and energize a high performing team