Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Attorney

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Client Service Manager

United 401(k) Plans, Inc.
(Remote)

United 401(k) Plans, Inc. logo

Retirement Plan Legal Specialist

Pentegra
(Remote / West Harrison NY)

Pentegra logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Retirement Plan Consultant

Carpenter Morse Group
(Remote)

Carpenter Morse Group logo

401(k) Distribution Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Enrolled Actuary

Prime Pensions, Inc.
(Remote)

Prime Pensions, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Retirement Plan Legal Specialist

Pentegra

in Remote / West Harrison NY

Logo for Pentegra

Job Summary:       The individual hired for this position will be an integral part of Pentegra’s Law team which is responsible for supporting the legal needs of the company.  For this individual contributor role, we are seeking a individual who has diverse experience with retirement plan technical issues, including the drafting of legally required notices and plan documents, performing legal research, and assisting with questions from clients and internal staff.   

Responsibilities:

  • Assist with legal technical matters for retirement plans, including:
    • Preparation of various IRS filings (e.g., Voluntary Compliance Program filings, determination letter filings);
    • Drafting required IRS/DOL annual plan notices;
    • Reviewing new client plan documentation and drafting appropriate documents for conversion;
    • Drafting plan amendments and resolutions for all retirement products;
    • Drafting and reviewing summary plan descriptions (SPD) and summary of material modifications (SMM); 
    • Reviewing and processing Qualified Domestic Relations Orders;
    • Reviewing and approving of Power of Attorney and Guardianship forms;
    • Conducting legal research and analysis and advising internal staff on the results; and
    • Assisting with the review of commercial contracts (e.g., Services Agreements).
  • Act as a liaison for Internal Sales, Retirement Plan Operations and Account Managers to assist with legal related matters.
  • Perform any additional duties, as assigned.

Requirements:

  • Bachelor’s degree in law, business or a related field.
  • Minimum of 5 years’ experience in the retirement services industry
  • Experience in Retirement Plan Administration is a plus but not required.
  • Proficient in Relius/FIS Documents System is a plus but not required.
  • Proficient in Microsoft Word and Excel
  • Strong verbal and written communication skills with the ability to communicate clearly and professionally internally and externally.
  • Able to multi-task and meet deadlines
  • Intellectually curious and demonstrated problem solving skills

How to Apply

Please email your resume to HR@Pentegra.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2023 BenefitsLink.com, Inc.