9 дней назад
Counsel 2 – ERISA/Retirement Recordkeeping and Plan Administration Counsel
145 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Counsel 2 – ERISA/Retirement Recordkeeping and Plan Administration Counsel (ERISA/Retirement Plans): Providing legal guidance for retirement plan recordkeeping and plan administration products, contracts, disclosures, and regulatory matters with an accent on ERISA compliance, plan operations, and retirement services agreements. Focus on analyzing complex legal issues, responding to DOL/IRS/PBGC inquiries, negotiating vendor and investment agreements, and translating regulatory developments into practical business solutions.
Location: Hybrid office environment with three days in the office each week (Tuesday–Thursday) in Baltimore, Denver, Cedar Rapids, or Philadelphia, United States. Occasional travel is required.
Salary: $145,000–$160,000 annually, plus potential annual bonus.
Company
is an international financial services company providing insurance, retirement, investment, and employee benefit solutions.
What you will do
- Provide legal support for retirement plan recordkeeping and plan administration products, including 401(k), 403(b), 457(b), defined benefit, nonqualified, pooled employer, and multiple employer plans.
- Draft, review, and negotiate recordkeeping, trust, custodial, advisory, investment management, vendor, and third-party administrator agreements.
- Advise on plan documents, participant notices, ERISA disclosures, QDROs, beneficiary designations, claims and appeals, discrimination testing, and corrections.
- Monitor regulatory developments and brief business stakeholders on their impact.
- Support responses to DOL, IRS, and PBGC examinations and inquiries, including document production and remediation plans.
- Collaborate with compliance, risk, operations, product, sales, distribution, and senior business stakeholders on policies, procedures, and practical legal solutions.
Requirements
- Juris Doctor degree from an ABA-accredited law school.
- Admission to and good standing with the bar in any U.S. jurisdiction.
- At least two years of relevant legal experience focused on ERISA and retirement plans at a sophisticated law firm, consulting firm, or in-house legal department.
- Strong written and oral communication, sound judgment, and the ability to adapt legal advice to business needs.
- Proficiency with Microsoft Office.
- Ability to work in the required hybrid arrangement with three office days per week.
Nice to have
- Knowledge of ERISA Title I, DOL regulations, Internal Revenue Code provisions, ERISA fee disclosure requirements, and SECURE 2.0 guidance.
- Experience negotiating retirement services, investment management, collective investment trust, and data privacy agreements.
- Experience with pooled plan structures, plan administration, or defined benefit plans.
- Strong organizational and project management skills with the ability to manage multiple priorities independently.
Culture & Benefits
- Supportive environment with professional development and career growth opportunities.
- Medical, dental, vision, disability, pension, 401(k) matching, and employee stock purchase benefits.
- Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
- Tuition reimbursement, career training, wellness programs, employee assistance, and employee discounts.
- Employee resource groups, inclusion and diversity programs, volunteer time, and matching gifts.
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