Counsel

Job Summary

We are seeking an attorney with 5+ years’ experience to join our in-house legal team supporting the Company’s retirement plan administration, recordkeeping, and related financial services businesses. This role will provide practical, business-oriented legal guidance on ERISA, Internal Revenue Code, fiduciary, regulatory, operational, product, and commercial contracting matters.

Job Responsibilities

• Serve as a legal resource for ERISA and retirement plan administration matters, including qualified plan operational compliance, fiduciary issues, plan qualification rules, plan document interpretation, participant disclosures, and plan sponsor obligations.
• Interpret and apply guidance from the Department of Labor, Internal Revenue Service, Pension Benefit Guaranty Corporation, and other regulators affecting retirement plans.
• Identify legal, fiduciary, operational, data, contractual, and reputational risks early and recommend practical mitigation.
• Explain complex legal issues clearly, concisely, and in a way business teams can act on.
• Build strong working relationships with business, product, operations, compliance, technology, and client-facing teams.
• Support incident response and remediation efforts involving participant data, system access, recordkeeping issues, or other operational events impacting data.
• Serve as a legal partner to product, technology, operations, sales, and business leaders on the design, development, and enhancement of retirement products, services, platform features, digital workflows, and service models.
• Review participant-facing, plan sponsor-facing, advisor-facing, and client-facing materials, including disclosures, website content, forms, notices, templates, training materials, implementation materials, and sales or service collateral.
• Draft and negotiate clear agreements with clients, vendors, or strategic partners that align services, responsibilities, risk allocation, and business objectives.

Requirements

• J.D. required from an accredited law school
• At least five years of legal experience involving retirement plans, fiduciary matters, or related financial services work
• Other than solely through ERISA litigation experience
• Working knowledge of ERISA and Internal Revenue Code provisions applicable to retirement plans
• Experience working for a retirement plan recordkeeper or third-party administrator a plus
• Microsoft Office skills
• Able to exercise independent judgement and act on it
• Excellent analytical and creative problem-solving skills
• Excellent listening, interpersonal, written and oral communication skills
• Logical and efficient, with keen attention to detail
• Highly self-motivated
• Able to effectively prioritize and execute tasks while under pressure
• Strong customer service orientation
• Able to meet deadlines and work in a fast-paced, team environment with shifting priorities

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $108,000 and $140,000 however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis.

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.