Job Details

Counsel Retirement Plan Administration

Company name


Organization Type


Job Type


Date Last Verified

Jun 20,2019

Valid Through

Oct 03,2019

Posted on

Jun 12,2019

Years of Experience

Min 8 yrs required


San Mateo, CA, United States

Employment Type



Practice Area
ERISA/Executive Compensation >> ERISA/Executive Compensation
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Counsel, Retirement Plan Administration
The candidate will serve as a key leader and subject matter expert on retirement plan matters. Will have the opportunity to collaborate across the company, including with marketing, sales, product development, and customer operations and support teams, to devise innovative and technology-oriented solutions for common retirement plan issues. Responsible for providing technical expertise regarding all aspects of plan administration, record-keeping and investment management, including: plan design and implementation; plan documents, restatements, and interpretation; legislative and regulatory updates; fiduciary responsibilities; nondiscrimination testing; government filings and reporting; plan and participant limits; distributions & participant loans; QDROs & beneficiary payments; recordkeeping and asset reconciliation; and DOL/IRS correction programs, VCP submissions and audits. Should have a J.D. degree with 8+ years of relevant experience advising on qualified retirement plan matters.

Company info

Hiring Coordinator
3050 S Delaware St
San Mateo, CA 94403

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