Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $150,000 per year
- Opportunity to participate in a bonus program based on performance
- Flexible Time Off (FTO) allows for paid time away from the office without a set number of days
- Pension eligibility for long-term financial security
- Engage in a purpose-led firm with a mission to make financial security accessible to all
- Comprehensive benefits designed to protect physical, financial, and social well-being

What to Expect (Job Responsibilities):
- Provide technical advice and consultation on fiduciary, regulatory, and operational matters related to various qualified and non-qualified plans
- Maintain and support service agreements, including drafting and negotiating agreements with clients' counsel
- Serve as a resource for interpreting and communicating complex legislative and compliance issues affecting retirement plans
- Evaluate the impact of legal changes and educate internal staff on related operational and administrative effects
- Consult on plan correction processes and collaborate with Customer Care and Operations to propose solutions

What is Required (Qualifications):
- Bachelor's degree or equivalent
- 10+ years of retirement plan and/or trust and custody experience OR 4+ years with a JD degree
- JD strongly preferred
- Working knowledge of IRS and DOL correction programs strongly preferred
- Strong analytical, problem-solving, negotiation, interpersonal, verbal, and written communication skills

How to Stand Out (Preferred Qualifications):
- In-depth knowledge of qualified and non-qualified retirement document provisions
- Expertise in statutory and regulatory law contained within ERISA and the Internal Revenue Code

#FinancialServices #RetirementPlans #CareerOpportunity #FlexibleTimeOff #CompetitivePay

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.