Jobs · Legal

ERISA Attorney

USI Insurance Services · United States · 1 wk ago
RemoteRemoteLegal$115k–$150k/yrFull-time

Requirements

  • Law degree and be an active member in good standing of a state bar
  • ERISA Attorney required
  • Minimum of 4 years experience with legal research, document review and have extensive knowledge of requirements and regulations of DOL, IRS, FINRA and SEC, etc.

Responsibilities

  • Provide plan design advice and recommendations
  • Review and draft plan documents, amendments, SPDs, and other communications
  • Prepare governmental filings and corrections
  • Advise on mergers and acquisitions
  • Advise on nondiscrimination testing
  • Perform fiduciary training and advise on plan governance procedures
  • Contribute to USICG’s business development and operate as a resource to the Sales Team
  • Facilitate communication and consistency of Practice Areas processes and procedures to avoid errors and limit E&O exposure
  • Review peer and paralegal work product
  • Review and analyze current developments of legal and technical significance and undertake required legal research
  • Prepare client communications, and other marketing and business focused materials
  • Review and prepare service agreements and contracts
  • Supervise legal support staff as necessary

Knowledge, Skills And Abilities

  • Ability to understand, interpret and convey information to clients and prospects and represent the company in a professional manner
  • Excellent interpersonal skills, the ability to establish priorities and meet tight deadlines, as well as strong problem-solving skills and sound judgment
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements
  • Ability to stay organized and focused in a busy environment
  • Effective communication skills with clients and co-workers, both verbal and written
  • Personable and credible
  • Demonstrates cooperation and collaboration in a team setting

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).

Unrivaled Resources and Support

  • Comprehensive risk management and benefit solutions with bottom-line financial impact
  • Strategic, timely, and effective risk management and benefit programs
  • Competitive pay, incentives, and benefits
  • Employee programs that recognize excellence and support health and productivity
  • Community engagement through volunteering and environmental initiatives
  • Recognition as a top insurance employer and workplace

Benefits

  • Potential for compensation incentives
  • Health, welfare, and financial benefits including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs
  • A generous paid time off policy, paid family leave benefit, and paid holiday time
  • Annual Salary Range is $115,000 - $150,000, plus potential compensation incentives

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