Remote ERISA Attorney Plan Documents & Compliance

Strongpoint Partners; Chicago (IL); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Flexible Workplace – Hybrid and remote

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Workplace Perks

Job summary

Strongpoint Partners, a tech-enabled retirement services platform, seeks an experienced ERISA Attorney to support Carlson & Quinn. You will ensure accuracy, compliance, and integrity of retirement plan documents and participant communications, interpreting plan provisions and navigating complex regulations.

Reporting to the TPA’s President, you’ll collaborate with Senior Consultants and Plan Administrators to support day-to-day operations, bring deep ERISA expertise, and deliver written,

Qualifications

• 10+ years of experience in retirement plan administration, consulting, or a related field.
• Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans.
• Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements.
• Excellent writing, editing, and communication skills.
• Highly detail-oriented with strong analytical and organizational abilities.
• Proven research skills with the ability to interpret and apply complex regulations.
• Ability to work independently, identify key issues, and drive solutions with minimal direction.
• Strong project management skills with the ability to manage multiple priorities.
• Familiarity with document automation tools is a plus.

Responsibilities

• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans.
• Prepare plan restatements, amendments, board resolutions, and adoption agreement updates.
• Maintain and update summary plan descriptions (SPDs) and related addenda.
• Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance.
• Support plan mergers and terminations, including preparation of required documentation.
• Prepare administrative committee charters and fiduciary acceptance letters.
• Interpret plan documents to ensure accurate operational application.
• Prepare executive summaries of plan provisions to support client discussions and plan design decisions.
• Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly.
• Research complex technical questions and provide clear, actionable insights.
• Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS).
• Review domestic relations orders for QDRO compliance and administrative feasibility.
• Draft correspondence summarizing findings, documents, and recommendations.
• Serve as a subject matter expert on plan language and participant disclosures.
• Track and manage document-related compliance deadlines to ensure timely completion.
• Review documents and communications to ensure consistency across all materials.
• Prepare administrative forms and supporting documentation as needed.

Skills

Writing skills

Editing skills

Communication skills

Regulatory knowledge

Project management

Research skills

Document automation tools

Tools

Document automation tools

Job description

Strongpoint Partners, a tech-enabled retirement services platform, seeks an experienced ERISA Attorney to support Carlson & Quinn. You will ensure accuracy, compliance, and integrity of retirement plan documents and participant communications, interpreting plan provisions and navigating complex regulations.

Reporting to the TPA’s President, you’ll collaborate with Senior Consultants and Plan Administrators to support day-to-day operations, bring deep ERISA expertise, and deliver written,