Description:

Description and Requirements
ERISA 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.