ERISA Counsel II — Retirement Plan Compliance & Strategy

Transamerica; Philadelphia (Philadelphia County); Hybrid; USD 145,000 - 160,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Job summary

Transamerica in Philadelphia is seeking a skilled in-house attorney to support our retirement plan businesses. You will be a key contributor within a team of lawyers providing strategic guidance to partners across recordkeeping and plan administration.

The role involves negotiating contracts, drafting plan documents, and advising on ERISA disclosures, while monitoring regulatory developments and collaborating with regulatory, risk, and product teams in a fast-paced, hybrid environment.

Qualifications

• JD from an ABA-accredited law school.
• Bar in good standing in any U.S. jurisdiction.
• Two+ years of ERISA/retirement plans experience.
• Effective written and oral communication; agile and business-focused.
• Proficient using MS Office.

Responsibilities

• Provide legal support for retirement plan recordkeeping and plan administration products and services (401(k), 403(b), 457(b), defined benefit, MEPs, PEPs, etc.).
• Assist with drafting, reviewing, and negotiating contracts and documents (trust agreements, TPA agreements, 3(16) arrangements).
• Develop expertise on plan documents, notices, disclosures, and ERISA requirements.
• Monitor regulatory developments and brief stakeholders on impacts.
• Draft regulatory responses to examinations/inquiries (DOL/IRS/PBGC).

Skills

MS Office

ERISA knowledge

Communication skills

Education

Juris Doctor (JD)

Bar admission in U.S. jurisdiction

Tools

MS Office

Job description

Transamerica in Philadelphia is seeking a skilled in-house attorney to support our retirement plan businesses. You will be a key contributor within a team of lawyers providing strategic guidance to partners across recordkeeping and plan administration.

The role involves negotiating contracts, drafting plan documents, and advising on ERISA disclosures, while monitoring regulatory developments and collaborating with regulatory, risk, and product teams in a fast-paced, hybrid environment.