Job Description

Job Description

Job Description

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Job Summary: Provide tax, ERISA, and other legal advice and support to our retirement services business.

Responsibilities :

• Provide legal advice and counsel regarding retirement plan products and services (i.e. services for 401(k), Defined Benefit, ESOP and 403(b) plans)
• Review, draft, and advise on retirement plan documents and amendments
• Draft and negotiate contracts for the retirement business
• Research and analyze relevant laws, regulations, and monitor industry trends
• Monitor and advise on regulatory matters and support the business with implementation and risk mitigation
• Prepare IRS forms and filings (e.g., Voluntary Compliance Program Filings)
• Advise on plan corrections and plan terminations
• Provide legal support for internal staff as needed (Sales, Consulting, Operations)
• Assist the General Counsel with ad hoc projects

Requirements:

• J.D. from an accredited law school required
• Member of good standing in at least one jurisdiction
• 3+ years of experience needed with ERISA and the Internal Revenue Code as they relate to retirement plans
• Strong relationship management skills with the ability to interact with all levels of the organization
• Excellent communication skills (both written and verbal)
• Strong research skills
• Ability to work independently and effectively as member of a team
• Detail-oriented, well organized and able to manage multiple priorities and deadlines
• Ability to identify and analyze risk

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