Senior Counsel

Overview

This role provides principal legal counsel to support a growing defined contribution and multiemployer (Taft-Hartley) retirement business. You will advise business partners on complex ERISA, tax, fiduciary, operational, administrative, and regulatory matters, and help support both day-to-day operations and future product and operational enhancements.

Responsibilities

Strategic Business Partnership

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

Defined Contribution, Taft-Hartley & Employee Benefits Expertise

• Act as the Legal Department’s primary attorney for defined contribution plans and multiemployer (Taft-Hartley) plans, advising on:
  • ERISA, tax qualification, fiduciary issues, and prohibited transactions
  • reporting and disclosure rules
  • regulatory matters
• Advise on governance, fiduciary, operational, compliance, and regulatory issues for multiemployer (Taft-Hartley) plans, multiple employer plans, and pooled employer plans.
• Counsel on defined contribution plan qualification, design, administration, funding, operational compliance, plan freezes, mergers, spin-offs, and plan terminations.
• Provide ongoing legal guidance for administration and operation of the defined contribution business, 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 CDH arrangements, including Health Savings Accounts, Health Retirement Accounts, and Flexible Spending Accounts.
• Provide legal 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.
• Partner with colleagues across the Legal Department to support defined benefit plans, IRAs, rollover solutions, and other retirement products and services as business needs require.
• Advise on operational and fiduciary correction matters, including 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 administration of retirement plans and health & welfare plans/CDH arrangements and translate emerging requirements into practical guidance.
• 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 in a highly 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.
• 5-7+ years of relevant legal experience.
• Recognized expertise advising on defined contribution plans and multiemployer (Taft-Hartley) plans, including:
  • plan qualification
  • contributions
  • administration
  • fiduciary matters
  • operational compliance
  • correction programs
  • related ERISA and tax issues
• Experience advising on multiple employer plans (MEP) and pooled employer plans (PEP), including plan sponsors by a professional employer organization (PEO).
• 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 explain sophisticated legal concepts to both 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 contribution plans and 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 supporting both ongoing operations 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, including managing examinations, audits, or enforcement matters.
• Demonstrated success building cross-functional relationships and providing practical legal advice that advances business objectives while effectively managing legal and regulatory risk.

Compensation & Benefits

Base Salary Range

• $138,000.00 - $200,100.00

Benefits

• 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 (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

Bonus Program Note

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

Location

Remote and hybrid considerations may apply. For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption. Internet must be provided via fiber, cable, or DSL. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Application Deadline

Job Posting End Date at 12:01 am on: 10-31-2026