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ERISA Attorney

Definiti LLC

in Remote

Logo for Definiti LLC

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

Position Summary

The ERISA Attorney will serve as our internal expert on ERISA law, serving as the ‘go-to’ resource for questions regarding retirement plan governance, administration, and management. The position requires a pro-active, problem-solving mindset coupled with a strong grounding in the regulatory requirements. The expectation is that the Attorney work with colleagues and clients to address client needs while managing the Company’s fiduciary and legal risk.

Essential Duties and Responsibilities

  • Assist colleagues with daily technical issues with an eye on practical problem solving.
  • Experience with Prototype and Custom documents and handling request for amendments.
  • Prepare VCP submissions for operational and document failures for current or consulting clients
  • Consult with IRS and DOL agents on Plan audits for current or consulting clients
  • Review Qualified Domestic Relation Orders for requisite information
  • Cost-effectively engage outside counsel where needed.
  • Educate colleagues regarding regulatory changes and their impact on existing and new retirement plans, including drafting quarterly newsletters.
  • Manage the legal department as a profit center, ensuring appropriate billing for services.

Requirements

  • JD with a specialty in ERISA, tax, or related fields.
  • Five plus years as outside counsel or in-house attorney, with relevant experience working with small DC plans, non-qualified retirement plans (defined benefit & defined contribution), including 409A requirement; municipal and private sector plans.
  • Experience working with Department of Labor and Internal Revenue Service audits. Must have IRS VCP and PBGC filing experience.
  • Well-versed in controlled group and affiliated group issues.
  • Exposure to nondiscrimination and coverage testing for traditional, cash balance and DB/DC combo plans.

How to Apply

Apply Now


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