Counsel 2 – ERISA/Retirement Recordkeeping, Plan Administration

Jobtailor

Colorado

On-site

USD 140,000 - 190,000

Full time

5 days ago

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Job summary

Jobtailor in Colorado is seeking a qualified ERISA attorney to support retirement plan products and services, contracts, and regulatory compliance. You will advise on plan documents, disclosures, QDROs, and claims, while coordinating with internal stakeholders to implement policies and procedures.

The role requires a JD from an ABA-accredited school, bar admission, and 2+ years in ERISA/retirement law. Strong communication, judgment, and adaptability are essential.

Qualifications

JD from an ABA-accredited law school.
Member of the Bar in good standing in the United States.
Two+ years of relevant legal experience focused on ERISA/retirement plans.
Experience at a sophisticated law firm, consulting firm, or in-house legal department.
Effective written and oral communication skills.
Sound judgment and ability to adapt legal advice to business needs.
Ability to work in a rapidly changing corporate environment.

Responsibilities

Provide legal support for the development, maintenance, and offering of retirement plan recordkeeping and plan administration products and services.
Assist with preparing, reviewing, and negotiating contracts and documents, including recordkeeping, trust and custodial, TPA, 3(16), investment advisory and management, and vendor agreements.
Provide guidance on plan documents, notices and communications, ERISA disclosures, QDROs, beneficiary designations, claims and appeals, discrimination testing and corrections, and related topics.
Monitor regulatory developments and brief stakeholders on business impacts.
Assist in drafting regulatory responses to DOL, IRS, and PBGC examinations and inquiries, including document production and remediation plans.
Advise on plan sponsor, participant, operational, and complaint-related issues.
Collaborate with regulatory support, compliance, risk, operations, product, sales/distribution, and other internal stakeholders to develop and implement policies and procedures.
Analyze complex legal issues and deliver practical, business-oriented solutions.
Partner with senior attorneys to keep senior business management and operations personnel apprised of legal and regulatory developments.
Exercise judgment regarding legal advice with guidance from senior attorneys.
Communicate legal guidance to diverse technical and non-technical audiences.
Help implement creative, cost-effective, and realistic solutions and foster an inclusive, collaborative culture.

Skills

ERISA Compliance

Contract Negotiation

Regulatory Analysis

Legal Document Drafting

Discrimination Testing

Claims And Appeals Management

Plan Administration

Investment Management Arrangements

Pooled Plan Structures

Defined Benefit Plans

Education

JD From An ABA-Accredited Law School

Member Of The Bar In Good Standing

Tools

MS Office

Job description

Provide legal support for the development, maintenance, and offering of retirement plan recordkeeping and plan administration products and services
Assist with preparing, reviewing, and negotiating contracts and documents, including recordkeeping, trust and custodial, TPA, 3(16), investment advisory and management, and vendor agreements
Provide guidance on plan documents, notices and communications, ERISA disclosures, QDROs, beneficiary designations, claims and appeals, discrimination testing and corrections, and related topics
Monitor regulatory developments and brief stakeholders on business impacts
Assist in drafting regulatory responses to DOL, IRS, and PBGC examinations and inquiries, including document production and remediation plans
Advise on plan sponsor, participant, operational, and complaint-related issues
Collaborate with regulatory support, compliance, risk, operations, product, sales/distribution, and other internal stakeholders to develop and implement policies and procedures
Analyze complex legal issues and deliver practical, business-oriented solutions
Partner with senior attorneys to keep senior business management and operations personnel apprised of legal and regulatory developments
Exercise judgment regarding legal advice with guidance from senior attorneys
Communicate legal guidance to diverse technical and non-technical audiences
Help implement creative, cost-effective, and realistic solutions and foster an inclusive, collaborative culture

Requirements

JD from an ABA-accredited law school
Member of the Bar in good standing in any U.S. jurisdiction
Two or more years of relevant legal experience focused on ERISA/retirement plans
Experience at a sophisticated law firm, consulting firm, or in-house legal department
Effective written and oral communication skills
Sound judgment and ability to adapt legal advice to business needs
Ability to work in a rapidly changing corporate environment
Proficient using MS Office
Strong knowledge of ERISA Title I, DOL regulations and advisory opinions, Internal Revenue Code provisions applicable to retirement plans, and ERISA fee disclosure regimes (preferred)
Familiarity with SECURE 2.0 and related guidance (preferred)
Experience negotiating retirement services agreements, investment management arrangements, collective investment trust participation, and data/privacy provisions (preferred)
Experience with pooled plan structures, plan administration, and/or defined benefit plans (preferred)
Strong organizational and project management skills, initiative, ownership, and attention to detail (preferred)

Core Competencies

Demonstrates expertise in ERISA regulations and retirement plan administration, providing legal support and guidance while effectively communicating complex legal concepts to diverse audiences. Strong project management and organizational skills are essential for navigating regulatory developments and collaborating with internal stakeholders.

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