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Years of Experience
Date Last Verified
ProfileSenior Counsel The candidate will perform moderately complex to complex legal services for one or more departments. Will be responsible for the operation of a certain legal team and may participate in committees or advise on business decisions. Support all aspects of defined contribution recordkeeping operations and products, proprietary IRA product and Section 403(b) plan services. Support plan document services for defined contribution retirement plans. Prepare settlement agreements and indemnification agreements relating to defined contribution retirement plan business. Help resolve client disputes/provide legal support of customer complaints. Work with litigation department on potential claims and litigation involving defined contribution retirement plans. Participate in the development of operational processes and procedures. Work closely with senior management advising on legal issues concerning defined contribution retirement plan products and service. Guard against legal risks involving the company. Must have JD degree and State Bar admission. Should have 7-10 years of experience practicing as an ERISA attorney. In house experience supporting defined contribution plan recordkeeping business is preferred. Ability to provide quality legal services based on experience in a timely manner is a plus.