Senior ERISA Attorney

Overview

A Senior ERISA Attorney role is available to provide leadership in delivering technical regulatory and compliance services related to retirement and employee benefit plans, including defined benefit (DB), defined contribution (DC), and health & welfare (H&W) plans. This position supports consulting practice areas and clients across private, public, and not-for-profit sectors. The role involves both individual contributor responsibilities on complex matters and leadership/management of other legal professionals.

Responsibilities

• Provide plan design advice and recommendations.
• Review plan documents, amendments, summary plan descriptions (SPDs), and other communications.
• Review governmental filings and corrections.
• Advise on mergers and acquisitions.
• Advise on nondiscrimination testing.
• Conduct fiduciary training for clients and advise on plan governance procedures.
• Support business development efforts and serve as a resource to the sales team.
• Facilitate communication and consistency of practice area processes to minimize errors and limit errors & omissions exposure.
• Review work product of legal team members, including other ERISA attorneys.
• Analyze current legal and technical developments and conduct necessary legal research.
• Lead the design and delivery of written updates and training sessions on legislative and regulatory developments for consultants.
• Prepare client communications and marketing/business materials.
• Review and prepare service agreements and contracts; maintain ownership of model agreements.
• Manage and develop members of the legal team.

Requirements

• Juris Doctor (JD) degree and active membership in good standing with a state bar.
• Minimum of 15 years of experience as an ERISA attorney, including legal research, document review, and handling complex retirement plan issues.
• Extensive knowledge of Department of Labor (DOL), Internal Revenue Service (IRS), Financial Industry Regulatory Authority (FINRA), and Securities and Exchange Commission (SEC) regulations applicable to retirement programs.
• Strong ability to interpret and communicate complex information to clients and internal audiences.
• Excellent interpersonal skills, ability to prioritize and meet deadlines, strong problem-solving skills, and sound judgment.
• Proactive and creative problem-solving skills while adhering to regulatory requirements.
• Experience managing and mentoring legal staff.
• Ability to collaborate effectively with practice leaders, sales leaders, senior leadership, and corporate legal teams.
• Strong organizational skills and ability to maintain focus in a busy environment.
• Effective verbal and written communication skills.
• Personable and credible with a cooperative and collaborative team approach.

Compensation & Benefits

• Salary range: $140,000 - $200,000 plus potential compensation incentives.
• Comprehensive benefits package including medical, dental, vision, wellness programs, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave, and paid holidays.

Location

Not specified.