Who We Are:
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: We are seeking an experienced ERISA Attorney to join our Retirement Plan Consulting team. This role is critical to providing legal expertise and strategic guidance on all aspects of qualified retirement plans. The ideal candidate will partner with clients and our internal advisors to ensure compliance, navigate complex regulatory landscape and deliver value- added solutions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide counsel on ERISA IRC and DOL regulations impacting retirement plans.
- Partner with our existing ERISA staff to monitor legislative and regulatory developments and communicate to the teams to ensure clients are informed.
- Manage a book of retirement plan clients.
- Advise on plan design, amendments and operational compliance of retirement plans.
- Offer guidance to clients and internal retirement plan advisors on fiduciary responsibilities.
- Develop fiduciary training for internal retirement plan advisors and clients.
- Support with IRS and DOL audits, voluntary corrections and other regulatory filings.
- Work closely with clients and internal retirement plan advisors to address complex plan issues and provide practical, business-oriented solutions.
- Monitor legislative and regulatory developments, ensuring internal retirement plan advisors and clients are informed of impact.
- Conduct training sessions for clients and internal retirement plan advisors on ERISA compliance, plan management and emerging trends.
- Participate in sales final presentations.
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
- Strong knowledge of qualified plans, plan management and compliance requirements.
- Excellent analytical, problem solving, and communication skills with the ability to convey complex legal concepts to diverse audiences.
- Proven ability to manage multiple projects, meet deadlines and deliver high quality results in a fast-paced environment.
- Client-focused approach with the ability to build strong relationships.
- Presentation skills required
- Knowledge of laws and regulations governing retirement plans is required
- Must be self-motivated and a hard worker
- Must have a strong sense of business ethics and integrity
- Must have ability to interact well with internal and external client.
- Must give attention to details and be thorough in completion of all assignments
- Must have strong organizational skills and ability to prioritize tasks to meet deadlines
- Must be able to multi-task and adjust to changing priorities
- Must be able to maintain strict confidentiality in regard to work performed and access to information/data
- Must be service oriented delivering prompt and precise follow up
- Must maintain a professional and positive attitude
Certificates, Licenses, Qualifications:
- JD from an accredited law school; active membership in at least one state bar.
- Series 65 or within 6 months of start date.
- 4+ years of experience practicing law with a focus on ERISA or retirement plans.
- Knowledge of fiduciary consulting, Secure Act and other recent legislative changes impacting retirement plans.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $125K - $150K. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
