Description and RequirementsERISA attorney who will provide technical regulatory and compliance services to its Practice Areas and clients in matters relating to retirement and employee benefit plans (DB, DC, H&W). Together with other USICG consultants, the legal consultant will provide comprehensive retirement and benefit consulting related to both qualified and nonqualified plans.
Responsibilities:- Provide plan design advice and recommendations.
- Review and draft plan documents, amendments, SPDs, and other communications.
- Prepare governmental filings and corrections.
- Advise on mergers and acquisitions.
- Advise on nondiscrimination testing.
- Perform fiduciary training and advise on plan governance procedures.
- Contribute to USICG's business development and operate as a resource to the Sales Team.
- Facilitate communication and consistency of Practice Areas processes and procedures to avoid errors and limit E&O exposure.
- Review peer and paralegal work product.
- Review and analyze current developments of legal and technical significance and undertake required legal research.
- Prepare client communications, and other marketing and business focused materials.
- Review and prepare service agreements and contracts.
- Supervise legal support staff as necessary.
Knowledge, Skills and Abilities:- Law degree and be an active member in good standing of a state bar, ERISA Attorney required.
- Minimum of 4 years experience with legal research, document review and have extensive knowledge of requirements and regulations of DOL, IRS, FINRA and SEC, etc.
- Ability to understand, interpret and convey information to clients and prospects and represent the company in a professional manner.
- Excellent interpersonal skills, the ability to establish priorities and meet tight deadlines, as well as strong problem-solving skills and sound judgment.
- Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
- Ability to stay organized and focused in a busy environment.
- Effective communication skills with clients and co-workers, both verbal and written.
- Personable and credible.
- Demonstrates cooperation and collaboration in a team setting.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Annual Salary Range is $115,000 - $150,000, plus potential compensation incentives
