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Organization TypePublic Interest
Years of Experience
Date Last Verified
Staff Attorney Duties: Fulfill the mission of Texas Legal Services Center and carry out the Pension Counseling and Information Program described in the U.S. Older Americans Act (42 U.S.C. 3020e–1) by providing pension counseling and information services to participants and beneficiaries of employer sponsored pension and retirement savings plans. Responsible for caseload and reports to the Managing Attorney. Will provide a range of direct and often detailed legal advocacy and other investigative and support services up to and through administrative pension claim and appeal proceedings, short of representation in court and formal litigation, including: Obtaining and evaluating governing plan documents and other information (such as employment and earnings records) necessary to calculate or claim benefits or exercise pension rights; Drafting and submitting benefit claims and appeals, and negotiating benefit settlement agreements, and other related assistance services ranging from brief services such as letter writing, email and telephone communications on behalf of clients, to more extensive research and investigative services; Locating “lost” plan sponsors for clients who worked long enough to earn a benefit, but have since lost touch with their former employer due to a company change in name, location, form or operational status; and Answering callers’ basic questions about their pension plans and the laws and regulations that govern them. Will provide referral services. Will provide equivalent services and equivalent access to those services to individuals, regardless of age or income who: Reside or work in the project’s service region either now or at the time the benefit was being earned; or who Seek pension benefits that are sponsored, administered, trusteed or provided to workers within the service region either now or at the time the benefit was being earned. Will participate in ongoing legal education, which is essential for maintaining a staff knowledgeable on the intricacies of the laws governing employer sponsored pension and retirement savings plans. Data will be collected and reported in a manner consistent across all U.S. Administration on Aging funded counseling projects.
Qualification and Experience
Qualifications: JD Degree and licensed by the Supreme Court of Texas with 3 years of experience as a pension attorney working with ERISA employee pension benefit plans or qualified state or local government plans. CEBS or AASPA designations preferred. Comply with all regulations, grant requirements, and internal operating and personnel policies. Ensure that all client, project, and computer files are maintained in an orderly manner. Demonstrate proficiency with case management systems, Adobe and Microsoft Office products and the ability to learn new technologies to carry out job functions. Demonstrate proficiency in basic pension calculations. One year of college calculus preferred. Maintain the highest ethical standards as a member of the State Bar and stay current with updates and changes to the law. Adhere to the ABA Standards for Civil Legal Services Providers. Maintain the highest level of professionalism when working with other staff, other Aid programs, governmental and funding entities, and the public. Embrace and support overall mission, standards, policies, and confidentiality requirements. Ensure that all appointments and deadlines are calendared and timely executed with sufficient time dedicated for management approval of legal documents. Perform other duties as assigned by the Executive Director, Deputy Director, and the Managing Attorney.
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