Overview
An established retirement solutions provider is seeking an experienced attorney to join their in-house legal team. This role supports retirement plan administration, recordkeeping, and related financial services by providing practical, business-oriented legal guidance on ERISA, Internal Revenue Code, fiduciary, regulatory, operational, product, and commercial contracting matters.
Responsibilities
- Provide legal expertise on ERISA and retirement plan administration, including qualified plan operational compliance, fiduciary issues, plan qualification rules, plan document interpretation, participant disclosures, and plan sponsor obligations.
- Interpret and apply guidance from regulatory bodies such as the Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation.
- Identify and recommend mitigation strategies for legal, fiduciary, operational, data, contractual, and reputational risks.
- Communicate complex legal issues clearly and concisely to business teams.
- Build strong working relationships with business, product, operations, compliance, technology, and client-facing teams.
- Support incident response and remediation efforts related to participant data, system access, recordkeeping, or other operational events.
- Collaborate with product, technology, operations, sales, and business leaders on the design, development, and enhancement of retirement products, services, platform features, digital workflows, and service models.
- Review participant-facing, plan sponsor-facing, advisor-facing, and client-facing materials including disclosures, website content, forms, notices, templates, training materials, implementation materials, and sales or service collateral.
- Draft and negotiate agreements with clients, vendors, or strategic partners that align services, responsibilities, risk allocation, and business objectives.
Requirements
- Juris Doctor (J.D.) degree from an accredited law school.
- Minimum of five years of legal experience involving retirement plans, fiduciary matters, or related financial services (excluding solely ERISA litigation).
- Working knowledge of ERISA and Internal Revenue Code provisions applicable to retirement plans.
- Experience with a retirement plan recordkeeper or third-party administrator is a plus.
- Proficiency with Microsoft Office.
- Ability to exercise independent judgment.
- Strong analytical and creative problem-solving skills.
- Excellent listening, interpersonal, written, and oral communication skills.
- Detail-oriented, logical, and efficient.
- Highly self-motivated with strong customer service orientation.
- Ability to prioritize and execute tasks effectively under pressure.
- Capable of meeting deadlines in a fast-paced, team environment with shifting priorities.
Remote Work Requirements
- Must have an uninterrupted virtual workspace free from distractions.
- Family care arrangements should be in place during business hours.
- Internet speed requirement of 50 Mbps or higher for individual use; higher speeds required if sharing the connection.
Compensation & Benefits
- Salary range: $108,000 to $140,000, depending on factors such as market location, knowledge, skills, and experience.
- Benefits include 401(k) match, medical, dental, vision, life insurance, short and long-term disability, paid time off, and more.
Location
This is a remote position with specific requirements for workspace and internet connectivity to ensure effective job performance.