ERISA Retirement Counsel: Plan Admin & Compliance

Aegon; United States; Hybrid; USD 145,000 - 160,000; Full time

Benefits offered by this job

Hybrid work environment

3 days in office (Tue/Wed/Thu)

Occasional travel

Job summary

Aegon seeks an attorney to support its retirement plan businesses, providing strategic legal guidance for recordkeeping and plan administration products and services across multiple plan types. The role sits within a team of attorneys who advise business partners on ERISA compliance and regulatory matters.

Responsibilities include drafting and negotiating complex contracts, advising on plan documents and disclosures, and monitoring regulatory developments.

Qualifications

• Juris Doctor from an ABA-accredited law school.
• Bar admission in good standing in a U.S. jurisdiction.
• At least two years of ERISA/retirement plan experience in a law firm, consulting firm, or in-house legal department.
• Strong written and verbal communication; ability to translate legal advice to business needs; adaptable in a fast-paced corporate setting.

Responsibilities

• Provide legal support for retirement plan recordkeeping and plan administration products and services.
• Draft, review, and negotiate contracts and documents (recordkeeping, trust/custodial, TPA, 3(16), and advisory/management agreements).
• Develop guidance on plan documents, notices, disclosures, and related regulatory requirements (ERISA sections and 404(a)(5) disclosures).
• Monitor regulatory developments and brief stakeholders on business impact.
• Assist in drafting regulatory responses to examinations and inquiries (DOL/IRS/PBGC).
• Advise on plan sponsor and participant issues and collaborate with internal stakeholders to implement policies and procedures.

Skills

ERISA/retirement plans

Contract negotiation

Legal writing

MS Office proficiency

Education

J.D. from ABA-accredited law school

Tools

MS Office

Job description

Aegon seeks an attorney to support its retirement plan businesses, providing strategic legal guidance for recordkeeping and plan administration products and services across multiple plan types. The role sits within a team of attorneys who advise business partners on ERISA compliance and regulatory matters.

Responsibilities include drafting and negotiating complex contracts, advising on plan documents and disclosures, and monitoring regulatory developments.