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ERISA Attorney

Unified Trust Company, N.A.

in Lexington, KY

Position Summary

The ERISA Attorney provides a wide range of ERISA and prudent investment compliance services to our two business units, with the majority of the support to the Retirement Plan Consulting Group and Plan Administration and Service. These services will be performed on complex legal work in a collaborative and practical manner with the respective business units. The candidate will review qualified plan documents and agreements with various parties including the plan sponsor and will have in-depth knowledge of the qualified plan documents used by Unified Trust Company. Some work will include Wealth Management clients and basic trust documents.

  • Advise on the legal aspects of a variety of retirement plans to include Welfare Plan issues, Executive Compensation, IRAs and Qualified Retirement Plans.
  • Provide support to include tax qualification issues, ERISA Fiduciary and Prohibited Transaction issues related to qualified plans and plan assets/investments. Consult on regulatory and risk issues.  Serve on the Risk & Fiduciary Committee.
  • Provide consulting services to plan clients with regard to legal requirements, compliance measures and related responsibilities. Some consulting work will include Wealth Management clients and basic trust documents
  • Evaluate any regulatory changes that impact Unified Trust Company and/or the Advisor Partners and assist with the implementation of any necessary best practice/process changes resulting from the regulatory change(s).
  • Assist with the review and updates of any service agreements and governing documents used to service Unified Trust Clients.
  • Provide consultative support to senior management on organizational performance, compensation and other HR related activities.
  • Work in conjunction with the Plan Document Design Consultant as needed to ensure document compliance for all Unified Trust plan clients.
  • Interact with outside counsel to review any document and language changes requested for all service agreements and governing documents.

Level of Education

  • JD Degree required.

Level of Experience

  • 7+ years as an ERISA/Tax Attorney.

How to Apply

Please email resume to

Unified Trust Company, N.A. is an Equal Opportunity Employer.

Visit our web site.

This ad has been viewed 930 times. It expires on 6/25/2017.

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