ERISA Retirement Counsel - Recordkeeping & Plan Admin

Transamerica; Philadelphia, Denver, Cedar Rapids (Philadelphia County, CO, IA); Hybrid; USD 145,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401k match

Paid time off

Parental leave

Job summary

Transamerica is seeking Counsel 2 to support retirement plan recordkeeping and plan administration, including 401(k), 403(b), 457(b), and defined benefit programs. You will advise internal partners, draft and review agreements, and stay abreast of ERISA regulatory changes.

Hybrid role with three in-office days (Tue–Thu) across Denver, Cedar Rapids, Philadelphia, enabling collaboration across business units and responding to examinations as needed.

Qualifications

• JD from an ABA-accredited law school.
• Member of the Bar in good standing in any U.S. jurisdiction.
• Two or more years of ERISA/retirement plans experience.

Responsibilities

• Provide legal support for retirement plan recordkeeping and administration products and services.
• Draft, review, and negotiate contracts and documents (TPA, trust/custody, 3(21)/3(38) agreements).
• Advise on plan documents, notices, disclosures, and ERISA compliance.
• Monitor regulatory developments and respond to examinations or inquiries.

Skills

ERISA/retirement plans

Contract negotiation

Regulatory compliance

Legal research

Cross-functional collaboration

Education

J.D.

Tools

MS Office

Job description

Transamerica is seeking Counsel 2 to support retirement plan recordkeeping and plan administration, including 401(k), 403(b), 457(b), and defined benefit programs. You will advise internal partners, draft and review agreements, and stay abreast of ERISA regulatory changes.

Hybrid role with three in-office days (Tue–Thu) across Denver, Cedar Rapids, Philadelphia, enabling collaboration across business units and responding to examinations as needed.