Erisa Attorney

Full-time 7 views
Company Ascensus, Inc. Location Los Angeles, CA, United States

In-House

Attorney

Min 5 yrs required

Full-time

Jun 13, 2022

Sep 26, 2022

Mar 24, 2022

Profile

ERISA Attorney
Duties: Design, write, and update internal or external training modules on ancillary laws. Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings). Independently perform custom advanced external fees for service consultations (e.g., nonbank trustee applications, group submissions, VFCP). Disputes, Policies, Inquiries, and Subpoenas. Draft formal responses to legal or other inquiries to attorneys, the IRS, DOL, or other governmental agencies. Draft template and customized correspondence and legal memorandum. Expansion of Services. Independently perform review and approval of QDROs and other advanced benefit claims processing (e.g., hardship distributions). Assist with QDRO consultations and other advanced benefit claims processing (e.g., hardship distributions). Independently perform review and approval of death claims. Assist with death claim consultations. Complete advanced legal research projects and present advanced legal research findings. Mentor associates to conduct retirement plans and legal research. Write comprehensive findings and recommendations of advanced legal research projects (e.g., white paper). Work with corporate legal counsel to review and draft agreements and perform other corporate legal work as necessary (e.g., copyright, trademark). Responsible for protecting, securing, and proper handling of all confidential data held by the Company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the Company or clients.



Qualification and Experience

Qualifications: JD from an Accredited Law School. Maintain an Active License in at least one jurisdiction. 5+ years of Company experience or 7+ years of industry experience. Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b), 457, DB, Cash Balance, ESOP, non-qualified, 409A)). Basic understanding of ESOP, non-qualified plans, and 409A plans. Functional knowledge of associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS). Functional knowledge of retirement income planning strategies. Knowledge of the various business structures (e.g., sole proprietor partnerships, corporations, LLC, non-profit, stock attribution, foreign affiliates). Basic knowledge of state laws that apply to retirement plans (e.g., withholding, domestic relations, debtor/creditor, pre-emption).

Company info

Hiring Coordinator
Ascensus, Inc.
200 Driveyden Road East
Suite 1000
Dresher, PA 19025

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