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ERISA Attorney

John Hancock Retirement Plan Services

in Westwood, MA

We currently have an immediate opening for an ERISA Attorney / Senior ERISA Retirement Plan Specialist:

Summary of Responsibilities:

Responsible for the preparation of all plan documentation for qualified plans (primarily 401(k), ESOP, money purchase, cash balance and defined benefit plans) and nonqualified plans, and preparation of legislative and pension updates.  Also, this position participates in product development and serves as a technical ERISA resource to plan sponsors, financial advisors and internal clients.

Specific Duties and Responsibilities:

  • Draft amendments, restatements, board votes, summary plan descriptions and summary of material modifications, annual notices and other plan related documentation primarily for proprietary 401(k) volume submitter plan and individually designed defined contribution and defined benefit plans.
  • Draft template amendments for statutory changes and new plan design enhancements.
  • Prepare and submit plan documents, restatements, and amendments to the Internal Revenue Service (IRS) for favorable determination letters for 401(k) volume submitter plans and terminated plans (includes interfacing with IRS agents).
  • Prepare EPCRS and VFCP corrections and submit such filings to the IRS or DOL respectively, as needed.
  • Research technical ERISA issues and provide technical support regarding ERISA matters to JHRPS consultants, JHRPS internal departments, plan sponsors and financial advisors.
  • Review QDROs and prepare Notice of Qualification and Nonqualification (includes communication with recordkeepers and outside counsel to obtain necessary information to qualify pending QDROs).
  • Participate in product development.
  • Prepare legislative and pension updates.
  • Special projects as required.


  • Minimum of 6 – 8 years of ERISA experience.
  • Proficient with ERISA, the Internal Revenue Code and the IRS Treasury and Department of Labor regulations regarding ERISA and retirement plans.  Strength in fiduciary duties is preferred.
  • Bachelor’s Degree required.
  • Law Degree (JD) preferred but not required.
  • Strong written and communication skills are mandatory.
  • Strong organizational and project management skills and the ability to handle multiple projects simultaneously in efficient manner.
  • Ability to work independently as well as be a strong contributor in a team setting.
  • Ability to successfully interact with team and JHRPS department members, IRS agents, plan sponsors and financial advisors.

How to Apply

E-mail resume:

This ad has been viewed 541 times. It expires on 5/19/2017.

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