Senior Counsel

Overview

This role provides principal legal counsel for defined contribution and multiemployer (Taft-Hartley) retirement businesses, with additional legal support across other retirement and employee benefit offerings as business needs require.

Responsibilities

Strategic business partnership

• Serve as the principal legal advisor to business leaders supporting defined contribution and multiemployer (Taft-Hartley) products.
• Provide primary legal support for day-to-day operation of defined contribution and multiemployer businesses, advising on complex ERISA, tax, fiduciary, administrative, operational, compliance, and regulatory matters affecting products, services, client relationships, and operations.
• Partner with business leaders to identify opportunities to enhance existing products, services, operational capabilities, and client retention while supporting continued growth and evolution.
• Advise on development, enhancement, and administration of retirement and employee benefit products and services, moving strategic initiatives from concept through implementation.
• Coordinate with cross-functional teams (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.
• Collaborate with Legal Department attorneys to provide consistent, enterprise-wide guidance and leverage broader legal team expertise.
• Develop and enhance legal frameworks, governance processes, and compliance practices to balance legal, regulatory, operational, and reputational risk while enabling innovation, operational excellence, 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, and regulatory matters.
• Advise on governance, fiduciary, operational, compliance, and regulatory issues affecting multiemployer (Taft-Hartley) plans, multiple employer plans, and pooled employer plans.
• Advise on defined contribution plan qualification, design, administration, funding, operational compliance, plan freezes, mergers, spin-offs, and plan terminations.
• Provide ongoing legal guidance for defined contribution 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 CDH benefit 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 benefit plans, IRAs, rollover solutions, and other retirement products and services as business needs require.
• Advise on operational and fiduciary correction matters, including IRS EPCRS, Department of Labor correction programs, related compliance strategies, and client contract commitments.
• Monitor legislative, regulatory, and industry developments affecting retirement plans, health & welfare plans, and 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 risk analysis and judgment to balance legal, regulatory, operational, and business considerations.

Requirements

• Juris Doctor from an accredited law school.
• 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, and related ERISA and tax issues.
• Experience advising on multiple employer plans (MEP) and pooled employer plans (PEP), including plans sponsored 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 supporting 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 using a collaborative, solutions-oriented approach.
• Excellent written and verbal communication skills, including the ability to communicate sophisticated legal concepts clearly 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 contribution 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 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, including managing examinations, audits, or enforcement matters.

Compensation & Benefits

Base salary range

• $138,000.00 - $200,100.00

Additional notes:

• Non-sales positions may participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, where 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

• Medical, dental, vision and life insurance
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary company 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

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.

Remote & hybrid requirements (if applicable)

For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with a place in the home to work with limited disruption. Reliable connectivity from an internet service provider that is fiber, cable, or DSL internet is required. Other necessary computer equipment will be provided. The role may require occasional office work if home work environment and required internet connection are not adequate.

Equal opportunity statement

Equal opportunity employer. All qualified applicants will receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Location

Location is not specified in the provided description.

Application deadline

10-31-2026 (12:01 am)