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Attorney in Lake Forest, IL

Principal Financial Services, Inc Nov 19,2019 Oct 27,2019 Location USA Lake Forest IL
This job is expired...

In-House

Attorney

Min 9 yrs required

Profile

ESOP Consultant The candidate will, in the Stock Services Consulting area, partner with Relationship Managers and Client Service Associates for existing ESOP administration clients. Will address strategic issues and identify consulting opportunities. Build positive relationships to retain assigned clients. Consult on technical plan design and compliance related questions. Bachelor's degree or 8 years of equivalent experience required. ASPPA (or similar) designation is strongly recommended and preferred. Must have 9+ years of retirement, ERISA, or employee benefit related experience. Banking, attorney, accounting or consulting experience is preferred. ESOP experience and in-depth ESOP technical knowledge and skills are desired. Should have technical, statutory and regulatory knowledge of qualified and non-qualified plans. Should preferably have knowledge of company's Total Retirement Suite of products and services. Some travel is required (up to 30%), including overnight stays.

Additional info

Ref. #: 223551

Company info