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Junior ERISA Attorney
Responsibilities: Support for IRA and qualified retirement plan brokerage accounts, including (i) account agreement and plan documentation, (ii) product/”home office” initiatives; (iii) financial advisor/branch inquiries, and (iv) tax reporting. Support for the firm’s corporate retirement (401(k)) broker-of-record business, including recordkeeper platform inquiries, maintenance of services agreement with recordkeepers, new product development, m...
Corporate Benefits and ERISA Counsel
The candidate will be supporting firm's HR Division, primarily matters relating to development and administration of employee retirement and welfare benefit plans. Will be serving as one of the legal advisors to the HR Division, including providing ongoing day-to-day legal advice and support for the Division’s Compensation and Benefits Department. Drafting and reviewing qualified and non-qualified retirement and welfare benefit plans ...
ERISA Employee Benefits Attorney
The candidate will utilize hands on experience conducting/ supporting due diligence efforts in M&A transactions, negotiating purchase agreements, and managing post-merger plan integration. May also support compliance efforts under PTCE 95-60 regarding insurance company general account assets associated with insurance contracts purchased by ERISA entities. Researching and advising on questions arising out of the design, implementation, compl...
Associate Counsel - Compensation and Benefits
The candidate will serve as counsel for compensation and benefit plan design, legal compliance, administration, communication and disclosure. Draft tax-qualified and non-qualified defined contribution plans and health and welfare plans and assist in preparation of employee communications related to such arrangements. Assist with drafting executive compensation proxy disclosures and proxy filing process. Assist with preparation ...
Executive Compensation / Benefits Attorney
The candidate will be providing advice and counsel to the Executive Compensation Team within Corporate Human Resources on a wide variety of executive compensation matters including offer letters, separation agreements, ongoing compliance reviews by governmental agencies (Department of Labor, Internal Revenue Service, Securities Exchange Commission) under relevant laws governing various executive plans, including equity and cash in...
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The candidate will provide operational legal guidance to the business unit relating to all Retirement Services products, services and client companies. Will provide advice and support on a wide variety of legal matters to Retirement Services management and staff, with the main focus on issues related to providing administrative and record-keeping services to clients' 401(k) plans and supporting to company's Strategic Plan Services, affiliated registered inves...
Senior Managing Counsel-Global Head of Executive Compensation and Benefits
The candidate will report to the Global Head of Regulatory Enforcement, Investigations, and Employment, and will head a global team of lawyers focused on executive compensation, benefits and related tax issues. The attorney will support the Human Resources Compensation and Benefits department in the design, maintenance and compliance of all benefit plans, short and long-term incentive plans, equity ...