Product Counsel, ERISA – Operations
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Job Description
In-house ERISA expert for Human Interest, providing legal guidance on retirement plans and fiduciary obligations. Collaborating with teams to enhance 401(k) access for small and medium businesses.
Responsibilities:
- Serve as the Front-Line Legal Advisor to Customer-Facing Teams: Be the go-to ERISA resource for the internal teams that work directly with plan sponsors and participants — providing real-time, practical legal guidance on the ERISA, IRC, and fiduciary questions that surface as customers interact with the platform.
- Serve as the ERISA SME for Product: Be the go-to ERISA resource for the product team as they design and build new features.
Requirements:
- 5–8 years of substantive ERISA experience focused on qualified retirement plans and fiduciary matters (including 401(k), 403(b), and IRA plans)
- Of those years, a minimum of two must be at a law firm practicing in this area
- Demonstrated experience with qualified plan operational compliance, including EPCRS and the correction principles that apply to qualified retirement plans
- Working knowledge of ERISA fiduciary duty and prohibited transaction rules as they apply to plan administration and service provider arrangements
- Experience advising non-legal business teams on ERISA issues in real time, including translating technical legal conclusions into actionable guidance.
Benefits:
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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