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Lincoln Financial Group
in Wayne PA
This position provides legal support to the Company’s ERISA Attorney as well as to individuals in HR responsible for the Company’s retirement plans, health and welfare plans, deferred compensation and other
Works as a team member on various HR projects involving compensation and benefits or related issues.
Assists HR and Legal team with formulation of strategies with respect
to ERISA, IRC, ACA, HIPAA and state issues affecting Company’s benefit plans and programs.
Analyzes complex benefits-related issues, researches and organizes solutions and effectively presents recommendations under supervision of an
Drafts plan documents, amendments and notices to maintain plan compliance with IRS and DOL.
Drafts memorandums, correspondence, reports and other documents as requested.
Reviews legal documents and manages calendar of
corresponding due dates/deadlines.
Works independently to draft Summary Plan Descriptions, Summary of Material Modifications, determination letter submissions, EPCRS plan correction submissions, audit requests, responses and other government
filings and submissions and tracks such matters through resolution.
Assists in the preparation of plan investment fund related documents on an as needed basis.
Ensures compliance with statutory rules associated with benefit plans,
including but not limited to, ERISA, Internal Revenue Code, ACA and HIPAA.
Serves as Secretary of the Benefits Claims and Appeals Committee.
Works with HR and Corporate Communications in drafting and posting of plan communications and
time sensitive notices and documents.
Inventories and maintains original sets of plan documents and government filings.
Maintains a sense of urgency while working on time-sensitive documents and/or filings.
interpersonal and proficiency skills with demonstrated ability to build and maintain relationships at all levels of LFG.
Works as liaison with outside vendor on QDROs and QMSCOs.
Works independently delivering on routine but progressively
more non-routine work, in accordance with established procedures and guidelines in a timely manner and meets deadlines appropriately.
Performs a diverse range of tasks/transactions related to common programs and services by directly applying
expanded knowledge obtained from the role in increasingly more complex situations.
Meets or exceeds departmental quality and service standards.
Make a positive contribution as demonstrated by making suggestions for improvement,
implementing efficient processes and procedures, displaying positive and collaborative attitude.
Drives performance targets to completion.
Remains current in profession and industry trends.
Performs other duties as required.
Works overtime as needed.
Associate’s degree or at least 5 years relevant experience
5+ years of Corporate in-house benefits experience or
experience in a law firm and/or benefits consulting firm preferred
Demonstrates strong written and verbal communication skills.
Works with mathematical concepts such as addition, subtraction, multiplication, division, averages and/or
Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.
Demonstrates the ability to use sound judgment and discretion regarding confidential
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Finds common ground and can gain collaboration among management, colleagues and
Demonstrates strong interpersonal skills with a collaborative style.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.