
Job Description
Salary
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
- $220,000 - $110,000/year