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Nathan Carlson

Retirement Plan Consultant at Alerus Financial

Nathan Carlson is a prominent figure in the retirement planning industry, currently serving as a Retirement Plan Consultant at Alerus. His professional background and expertise in retirement services are noteworthy:

Professional Experience

Nathan Carlson has held several significant positions throughout his career:

  1. President of Retirement Planning Services, Inc. (RPS): Prior to joining Alerus, Carlson was the president of RPS.13

  2. Alerus Acquisition: When Alerus acquired Retirement Planning Services, Inc., Carlson joined Alerus to ensure a smooth transition and guide the company's retirement services.13

  3. Other Roles: He has also had experience working with 24hourflex, demonstrating his diverse background in the retirement and benefits sector.2

Expertise and Qualifications

Carlson's credentials highlight his specialized knowledge in retirement planning:

  • MBA: He holds a Master of Business Administration degree.2
  • QPA: Qualified Pension Administrator certification.2
  • QKA: Qualified 401(k) Administrator certification.2

These qualifications underscore his comprehensive understanding of pension and 401(k) administration, which are crucial in his role as a Retirement Plan Consultant.

Current Role at Alerus

As a Retirement Plan Consultant at Alerus, Nathan Carlson likely plays a key role in:

  • Providing expert guidance on retirement plan design and implementation.
  • Assisting clients with complex retirement planning needs.
  • Contributing to the growth and development of Alerus's retirement services division.

His transition to Alerus as part of the acquisition of RPS indicates that he brings valuable expertise and leadership to the company's retirement planning services.13

Highlights

May 1 · iza.co
Alerus - Employees, Contact info, Overview - Wiza
Dec 22 · Grand Forks Herald
Alerus acquires Retirement Planning Services - Grand Forks Herald
Dec 21 · FinSMEs
Alerus Acquires Retirement Planning Services, Inc. - FinSMEs
Dec 18 · alerus.com
Alerus Acquires Retirement Planning Services, Inc.
Dec 4 · bizjournals.com
Alerus Financial Corporation BizSpotlight - Denver Business Journal
Dec 4 · planadviser.com
Retirement Industry People Moves | PLANADVISER
Dec 2 · benefitslink.com
Alerus Announces Intent to Acquire Retirement Planning Services, Inc.

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Nathan Carlson
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Location

Castle Rock, Colorado