Assistant General Counsel - Retirement & Employee Benefits

Overview

This role is part of the Legal Department and serves as a principal legal advisor supporting defined benefit and multiemployer (Taft-Hartley) retirement business activities. You will provide practical, business-focused counsel on complex ERISA, tax, fiduciary, operational, administrative, and regulatory matters.

As the organization expands and evolves its defined benefit offerings, the role will support day-to-day operations and help shape future growth through product enhancements, operational improvements, strategic initiatives, and client solutions. You will also provide legal support for health and welfare plans and collaborate with other legal team members to support defined contribution plans, IRAs, and other retirement products as business needs require.

Responsibilities

Strategic business partnership

• Serve as the principal legal advisor to business leaders supporting defined benefit and multiemployer (Taft-Hartley) business lines.
• Lead legal support for the ongoing operation of defined benefit and multiemployer businesses, advising on complex ERISA, tax, fiduciary, administrative, operational, compliance, and regulatory matters affecting products, services, client relationships, and day-to-day business operations.
• Partner with business leaders to identify opportunities to enhance existing products and services, strengthen operational capabilities, improve client retention, and support continued growth and evolution.
• Advise on the development, enhancement, and administration of retirement and employee benefit products and services, moving strategic initiatives from concept through implementation.
• Collaborate across Product, Operations, Client Service, Sales, Investments, Marketing, Compliance, Risk Management, Finance, Technology, and other business functions to identify legal considerations early and develop practical, business-focused solutions.
• Work with attorneys across the Legal Department to provide consistent, enterprise-wide legal guidance and leverage the broader legal team’s expertise.
• Develop and enhance legal frameworks, governance processes, and compliance practices to balance legal, regulatory, operational, and reputational risks while enabling innovation, operational excellence, and business growth.

Defined benefit, Taft-Hartley & employee benefits expertise

• Serve as the primary attorney supporting defined benefit plans and multiemployer (Taft-Hartley) plans, advising on complex ERISA, tax qualification, fiduciary issues and prohibited transactions, reporting and disclosure rules, and regulatory matters.
• Provide counsel on governance, fiduciary, operational, compliance, and regulatory issues specific to multiemployer (Taft-Hartley) plans.
• Advise on defined benefit plan qualification, design, administration, funding, operational compliance, pension risk transfer transactions, plan freezes, mergers, spin-offs, and plan terminations.
• Provide ongoing legal guidance supporting administration and operations, including recordkeeping, trust and custody services, administrative services, participant services, investment-related offerings, and resolution of escalated client concerns.
• Provide legal support for health and welfare plans and consumer directed healthcare (CDH) arrangements, including Health Savings Accounts, Health Retirement Accounts, and Flexible Spending Accounts.
• Provide counsel regarding ERISA, the Internal Revenue Code, Treasury regulations, IRS and Department of Labor guidance, SECURE Act developments, HIPAA, COBRA, ACA, and other federal laws governing retirement and employee benefit plans.
• Support defined contribution plans, IRAs, rollover solutions, and other retirement products and services as business needs require.
• Advise on operational and fiduciary correction matters, including the IRS Employee Plans Compliance Resolution System (EPCRS), Department of Labor correction programs, related compliance strategies, and client contract commitments.
• Monitor legislative, regulatory, and industry developments affecting retirement plans, health and welfare plans, and CDH arrangements, and translate emerging requirements into practical guidance for business partners.
• Support negotiations involving retirement plan services, recordkeeping, trust, custody, administrative services, investment products, and related commercial arrangements.

Leadership

• Lead complex, cross-functional initiatives involving multiple stakeholders across business and legal teams.
• Build collaborative relationships and influence decision-making across a matrixed organization.
• Foster a culture of partnership, sound judgment, and practical, business-oriented legal advice.
• Apply sound risk analysis and judgment to balance legal, regulatory, operational, and business considerations.

Requirements

• Juris Doctor from an accredited law school and an active license to practice law.
• 12+ years of relevant legal experience.
• Recognized expertise advising on defined benefit plans and multiemployer (Taft-Hartley) plans, including plan qualification, funding, administration, fiduciary matters, operational compliance, correction programs, and related ERISA and tax issues.
• Experience advising on health and welfare plans and applicable employee benefits laws.
• Experience advising on defined contribution plans, IRAs, and other retirement savings products.
• Demonstrated knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS and Department of Labor guidance, and other laws governing retirement and employee benefit plans.
• Proven ability to translate complex legal requirements into practical, business-focused advice that supports both ongoing operations and strategic initiatives.
• Experience partnering with business leaders and influencing decisions across multiple business functions.
• Strong judgment and ability to navigate complex legal and business issues with a collaborative, solutions-oriented approach.
• Excellent written and verbal communication skills, including the ability to clearly communicate sophisticated legal concepts to legal and non-legal audiences.

Preferred Qualifications

• In-house experience supporting retirement plan recordkeeping, financial services, insurance, trust, custody, asset management, or other employee benefits or financial services organizations.
• Deep expertise across defined benefit plans, multiemployer (Taft-Hartley) plans, and the laws governing retirement and employee benefit plans.
• Experience advising on health and welfare plans and CDH benefit arrangements.
• Experience advising on pension risk transfer transactions, defined benefit plan terminations, de-risking initiatives, or other complex pension matters.
• Experience supporting both ongoing operation and strategic growth of retirement or other employee benefits businesses, including product enhancements, operational transformation, and client-focused initiatives.
• Experience interacting directly with IRS and Department of Labor regulators and managing examinations, audits, or enforcement matters.
• Demonstrated success building strong cross-functional relationships and providing practical legal advice that advances business objectives while managing legal and regulatory risk.

Compensation & Benefits

Base salary range

• $151,800.00 - $220,050.00

Non-sales positions may participate in a bonus program. Sales positions may be eligible for sales incentives and, in some instances, a bonus plan; total compensation may exceed base salary depending on individual performance. Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level, and will be finalized at the time of offer.

Benefits (offered)

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment, including the option to wear jeans
• Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs), open to all

Location

• Authorization to work in the U.S. is required. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• For remote and hybrid positions: reliable high-speed internet with a wired connection and an appropriate place in your home to work with limited disruption. Internet service provider must be fiber, cable or DSL. Other necessary computer equipment will be provided. You may be required to work in the office if your home work environment and required internet connection are not adequate.

Additional Information

• Equal opportunity employer; drug-free workplace.
• Job posting end date: 09-26-2026 at 12:01 am.