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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
ERISA/Executive Compensation
Retirement Plan Consultant (ERISA) The candidate will answer Helpdesk queues. Answer Advanced Helpdesk queues. Conduct Peer Call Reviews. Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training. Conduct internal advanced ERISA technical training (e.g., Advanced ERISA Focus Classes, live ERISA Edge). Design, write, and update advanced internal or external training modules. Draft or update qualified retirement plan forms or notices for use by financial organizations, sponsors and practitioners. Audit employer level qualified retirement plan document preparation. Propose customized text for employer level qualified retirement plan document preparation. Audit and map prototype document for application in Plan Services Group/Document Compliance Services. Review, audit and map volume submitter plan documents for application in Plan Services Group/Document Compliance Services. Audit and map specialty plan document and complex individually designed plans for application in Plan Services Group/Document Compliance Services. Independently conduct QRP compliance audits. Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings). Perform fee-for-service engagements. Act as subject matter expert for department/interdepartment projects. Manage small to medium size projects. Assist with research and response to legal or other disputes. Write articles for publication in industry journals and publications. Analyze and interpret significant legislative, statutory, regulatory, or case law guidance. Determine the impact significant legislation, regulatory or case law guidance has to the retirement plan community and/or firm products, services, and/or systems. Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b0, 457, DB, Cash Balance, ESOP, non-qualified, 409A)). Demonstrate an advanced knowledge of QRP and 403(b). Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL and IRS). Demonstrate basic knowledge of investment options in retirement plans (e.g., mutual funds, annuities and ETFs) and the associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS). Demonstrate a basic knowledge of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign). CFP, CTFA, CFA, CEBS preferred. Bachelor’s degree in business, finance, accounting or a related field is required. CPA, MBA, JD or PMP preferred. Should have demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point.
ID: R0004307
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