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Years of Experience
Date Last Verified
ProfileERISA Attorney (Retirement industry/401K) The candidate will be providing consulting services to firm clients through firm technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned. 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 fee 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 agency. Draft template and customized correspondence and legal memorandum. Responsible for protecting, securing, and proper handling of all confidential data held by firm to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to firm or clients. 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 plan and legal research. Must have JD degree from an accredited law school and maintain an active license in one jurisdiction. Should have 5+ years of experience or 7 years industry experience. Prior Consultant Level Completion is required. Prior Attorney Level Completion is needed.
UA Tech Park at Rita Road
Tucson, AZ 85747