ERISA Attorney (CQ)

About the role

This role plays a critical role in ensuring the accuracy, compliance, and integrity of retirement plan documents and participant communications.

Responsibilities

• Plan Document Management
• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 403(b) plans
• Prepare plan restatements, amendments, board resolutions, and adoption agreement updates
• Maintain and update summary plan descriptions (SPDs) and related addenda
• Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance
• Support plan mergers and terminations, including preparation of required documentation
• Prepare administrative committee charters and fiduciary acceptance letters
• Support for Senior Consultants & Plan Administrators
• Interpret plan documents to ensure accurate operational application
• Prepare executive summaries of plan provisions to support client discussions and plan design decisions
• Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly
• Research complex technical questions and provide clear, actionable insights
• Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS)
• Draft correspondence summarizing findings, documents, and recommendations
• Serve as a subject matter expert on plan language and participant disclosures
• Track and manage document-related compliance deadlines to ensure timely completion
• Review documents and communications to ensure consistency across all materials
• Prepare administrative forms and supporting documentation as needed
• Employee & Participant Communications
• Draft and review participant-facing materials, including SPDs, SMMs, Plan Highlights, FAQs, and required notices
• Ensure all communications meet ERISA disclosure requirements and are clear, accurate, and easy to understand
• Advises on timing, delivery, and content of required participant notices (e.g., safe harbor, QDIA, automatic enrollment, blackout notices)
• Ensure alignment between plan documents and participant communications

Qualifications

• 10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization)
• Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans
• Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements
• Excellent writing, editing, and communication skills
• Highly detail-oriented with strong analytical and organizational abilities
• Proven research skills with the ability to interpret and apply complex regulations
• Ability to work independently, identify key issues, and drive solutions with minimal direction
• Strong project management skills with the ability to manage multiple priorities
• Familiarity with document automation tools is a plus

Skills

• Strong legal and compliance background
• Excellent written and verbal communication skills
• Detail-oriented with strong analytical and organizational skills
• Ability to work independently and manage multiple tasks

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.