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ERISA Attorney


Remote- Central Time Zone, Remote- Eastern Time Zone

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Why USI:

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad - and we invite you to learn more.


Unrivaled Resources and Support


The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.


Unique Employee Programs and Deep Community Engagement


We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.


Industry-Leading Associate Rewards and Recognition


In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.


Committed to a Diverse and Inclusive Work Environment


USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.


Nationally Recognized as a Top Insurance Workplace


USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).

• Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.

• Forbes Best Large Employers in America (2018-2019).

• Ranked as one of Forbes Best Large Employers in America (2018-2019)

General Description: 

The ERISA attorney provides technical regulatory and compliance support to the Company’s cross-functional Practice Areas (including actuarial, defined contribution consulting, record-keeping, investment advisory, and third-party outsourcing) and its clients in matters relating to retirement and employee benefit plans (DB, DC, Non-Qualified) (ERISA and non-ERISA). 


  • Compliance with IRS, DOL, and SEC laws and regulations for all retirement and employee benefit plans and programs.
  • Establish effective working relationships with internal partners, clients, and outside vendors
  • Provide plan design advice and recommendations.
  • Review and draft plan documents, amendments, SPDs, board of directors resolutions, trust agreements, investment policy statements, and other communications (including, but not limited to, required governmental reporting and disclosure documents).
  • Prepare governmental filings, including determination letter filings, and voluntary corrections with the DOL and IRS.
  • Advise on the retirement and employee benefit issues that arise as a result of mergers and acquisitions.
  • Advise on nondiscrimination testing.
  • Perform fiduciary training to clients and advise on plan governance procedures for best practices.
  • Contribute to USICG’s business development and operate as a resource to the Sales Team. Facilitate communication and consistency of Practice Areas processes and procedures to avoid errors and limit E&O exposure.
  • Review peer and paralegal work product.
  • Review and analyze current developments of legal and technical significance and undertake required legal research and analysis, interpret laws.
  • Prepare client communications, and other marketing and business focused materials, including newsletters, webinars, and white-papers.
  • Review and prepare service agreements and contracts and other disclosure documents.
  • Supervise legal support staff as necessary.

Knowledge, Skills and Abilities:

  • Law degree and be an active member in good standing of a state bar, ERISA Attorney required.
  • Minimum of 4 years experience with legal research, document review and have extensive knowledge of requirements and regulations of DOL, IRS, FINRA and SEC, etc.
  • Ability to understand, interpret and convey information to clients and prospects and represent the Company in a professional manner.
  • Excellent interpersonal skills, the ability to establish priorities and meet tight deadlines, as well as strong problem-solving skills and sound judgment.
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
  • Ability to stay organized and focused in a busy fast-paced environment.
  • Effective communication skills with clients and co-workers, both verbal and written, and must be comfortable with public speaking .
  • Personable and credible.
  • Demonstrates cooperation and collaboration in a team setting, and the ability to achieve the business goals of the Company.
  • Must be proficient with computers and quickly competent with new technology tools.  Specifically, must have full competence with MS Office Suite products and Adobe products.

Physical Demands:

 Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer,   computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and fingering.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as fingering, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend. Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Compensation & Benefits Information:

Salary Range: $130,000-$150,000

This is a bonus-eligible position with a target incentive of 10%

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:


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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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