ERISA Attorney, CQ

Role Overview

• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans.
• Prepare plan restatements, amendments, board resolutions, and adoption agreement updates.
• Maintain and update summary plan descriptions (SPDs) and related addenda.
• Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance.
• Support plan mergers and terminations, including preparation of required documentation.
• Prepare administrative committee charters and fiduciary acceptance letters.
• Interpret plan documents to ensure accurate operational application.
• Prepare executive summaries of plan provisions to support client discussions and plan design decisions.
• Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly.
• Research complex technical questions and provide clear, actionable insights.
• Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS).
• Review domestic relations orders for QDRO compliance and administrative feasibility.
• Draft correspondence summarizing findings, documents, and recommendations.
• Serve as a subject matter expert on plan language and participant disclosures.
• Track and manage document-related compliance deadlines to ensure timely completion.
• Review documents and communications to ensure consistency across all materials.
• Prepare administrative forms and supporting documentation as needed.

Requirements

• 10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization).
• Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans.
• Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements.
• Excellent writing, editing, and communication skills.
• Highly detail-oriented with strong analytical and organizational abilities.
• Proven research skills with the ability to interpret and apply complex regulations.
• Ability to work independently, identify key issues, and drive solutions with minimal direction.
• Strong project management skills with the ability to manage multiple priorities.
• Familiarity with document automation tools is a plus.

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.