Retirement Plan Counsel – ERISA Specialist

Transamerica; Denver (CO); Hybrid; USD 145,000 - 160,000; Full time

Benefits offered by this job

401k Match

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Job summary

Transamerica, a leading retirement and life solutions provider, seeks an attorney to support retirement plan recordkeeping and plan administration services. You will advise on ERISA matters, vendor agreements, and regulatory responses in a busy legal team environment.

The role emphasizes collaboration across compliance, risk, product, and operations, with a hybrid office plan in Denver and ongoing guidance to business partners on regulatory developments and plan design.

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 relevant legal experience focused on ERISA/retirement plans at a sophisticated firm, consulting firm, or in‑house legal department.
• Able to effectively communicate, both written and oral, exercise sound judgment, and adapt legal advice to business needs while being agile in a rapidly changing environment.
• Proficient using MS Office

Responsibilities

• Provide legal support in the development, maintenance, and offering of retirement plan recordkeeping and plan administration products and services, including 401(k), 403(b), 457(b), defined benefit plans, nonqualified plans, pooled employer plans (PEPs), and other MEPS.
• Assist with the preparation, review, and negotiation of contracts and documents, including recordkeeping, trust and custodial agreements, TPA and 3(16) administrative services, investment advisory and management (3(21)/3(38)) agreements, and vendor and TPA agreements.
• Develop expertise to provide guidance on plan documents, notices and communications, including ERISA 408(b)(2) and 404(a)(5) disclosures, ERISA 404(c) considerations, QDROs, beneficiary designations, claims/appeals processes, discrimination testing and corrections and other topics.
• Monitor and review regulatory developments and brief stakeholders on potential business impacts, as directed.
• Assist in drafting regulatory responses to examinations and inquiries (DOL/IRS/PBGC), including document production and remediation plans.
• Collaborate with regulatory support, compliance, risk, operations, product, sales/distribution and other internal stakeholders to develop and implement policies and procedures.
• Contribute to complex legal issues where analysis requires identification and evaluation of multiple factors; deliver practical, business‑oriented solutions in a fast‑paced environment.
• Partner with senior attorneys in keeping senior business management and operations personnel apprised of pertinent legal and regulatory developments affecting retirement products and services.
• Exercise judgment regarding legal advice with guidance from senior attorneys; communicate clearly and effectively with diverse technical and non-technical audiences.
• Employ innovative thinking to help the business implement creative, cost‑effective, and realistic solutions; foster an inclusive, collaborative culture.

Skills

ERISA/retirement plans experience

Strong communication

MS Office

Education

J.D. from ABA-accredited law school

Job description

Transamerica, a leading retirement and life solutions provider, seeks an attorney to support retirement plan recordkeeping and plan administration services. You will advise on ERISA matters, vendor agreements, and regulatory responses in a busy legal team environment.

The role emphasizes collaboration across compliance, risk, product, and operations, with a hybrid office plan in Denver and ongoing guidance to business partners on regulatory developments and plan design.