Job Title: Retirement Legal Partner/Associate Partner
Job Responsibilities:
1. Legal Consulting:
- Assist stakeholders with federal income tax and ERISA questions and issues related to the design and administration of benefit, compensation, and human resource programs.
- Draft defined benefit and defined contribution plan documents and amendments.
- Address Section 409A compliance and correction issues.
- Assist with IRS determination letter applications.
- Evaluate noncompliance issues and prepare EPCRS filings.
- Draft summary plan descriptions and related plan disclosures.
- Research new and innovative ideas involving retirement and employee benefits generally.
2. Technical Consulting:
- Provide research involving tax and ERISA matters that support creative solutions to technical issues balancing technical and business considerations.
- Serve as a company-wide expert in one or more specific legal areas.
- Ensure consultants and clients value resourcefulness, creativity, and well-reasoned risk-taking.
3. Legal Developments:
- Monitor regulatory developments and their impact on clients and colleagues.
4. Client Leadership:
- Maintain a thorough understanding of clients’ businesses.
- Develop and maintain strong personal relationships with clients.
- Help colleagues develop client relationships and improve responsiveness to client needs.
5. Business Leadership:
- Play a leading role in developing new consulting opportunities for legal and consultants within Wealth Solutions.
- Recognize opportunities to make integrated offers that span business lines.
6. Thought Leadership:
- Provide strategic direction on topics affecting the business locally, nationally, or broadly.
- Support and encourage new ideas.
- Research and analyze information to share with clients.
- Train and support other colleagues.
Education and Experience Information:
- A Bachelor’s degree from an accredited law school or equivalent years of industry experience is required.
- Eight plus years of experience in legal practice in ERISA/employee benefits is preferred.
- Experience at a large law firm (100+), smaller specialty law firm (., ERISA, employment law), benefits consulting firm, or corporate counsel is ideal.
- Hands-on experience working with retirement plans and related administration is strongly preferred.
Salary Information:
- The salary range for this position (intended for . applicants) is $225,000 to $325,000 annually.
- The actual salary will vary based on the applicant’s education, experience, skills, abilities, internal equity, and alignment with market data.
- The salary may also be adjusted based on the applicant’s geographic location.
- This position is eligible to participate in one of the company’s annual incentive plans to receive an annual discretionary bonus in addition to the base salary.
- The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Additional Information:
- The role offers a comprehensive package of benefits for full-time and regular part-time colleagues, including a 401(k) savings plan with employer contributions, an employee stock purchase plan, medical, dental, and vision insurance, and more.
- The role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices.
- The company values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves and provides equal employment opportunities to all employees and applicants without regard to legally protected status.
- The company encourages applications from individuals with criminal histories and provides reasonable adjustments to participate in the job application, interview process, and to perform essential job functions once onboard.
- The company is not accepting unsolicited resumes from search firms for this position.
