Evaluates defined contribution retirement plan documents for internal recordkeeping problems, compliance issues or client concerns.
Provides new plan setup and review suggestions for plan design and/or administrative enhancements.
Provides comparative analysis of plan provisions and protected benefits for corporate mergers and acquisitions.
Researches and resolves highly complex operational and regulatory compliance issues arising from client questions and from internal plan document review activities.
Conducts an analysis of options available if an operational error is discovered on the plan.
Analyzes impact of new regulations and legislation on client plan needs and operational processes.
Maintains highest level of regulatory knowledge and understanding of industry trends.

5+ Years Required; 7+ Years Preferred
Licensed (or previously licensed) attorney with experience specifically related to Pension/ERISA
Understanding of plan administration, plan design, plan provisions, and product offerings
Excellent communication skills (both oral and written) and listening skills
Ability to work independently, develop strong relationships, and collaborate with internal business partners, vendors, clients and consultants
Proven ability to balance and efficiently handle multiple responsibilities and complete multiple objectives and tasks
Self-start and goal-oriented with excellent time management skills.
Proven ability to solve problems and resolve conflicts

Senior Lead – Plan Document Compliance

Key skills