Senior ERISA Attorney - Remote- United States - 32356 - USI Insurance

Job Details

Locations

Remote- United States

Job ID

32356

Description and Requirements

About the Role:

As a Senior ERISA Attorney, you will provide strategic direction and advanced regulatory guidance to USI Retirement’s Practice Areas and clients on retirement and employee benefit matters, including Defined Benefit (DB), Defined Contribution (DC), and Health & Welfare plans. You will collaborate closely with consultants and the Legal Team to deliver comprehensive retirement consulting for qualified and nonqualified plans across private, public sector, and not-for-profit organizations. As both a subject matter expert and team leader, you will handle highly complex client matters, support business development, and mentor Legal Team professionals to ensure consistent, high-quality service delivery.

What You'll Do:

Advise on plan design, compliance strategies, and regulatory requirements.
Review plan documents, amendments, SPDs, participant communications, and governmental filings, including corrections.
Provide guidance on mergers and acquisitions.
Interpret and advise on nondiscrimination testing and technical compliance matters.
Conduct fiduciary training for clients and advise on plan governance procedures.
Support business development efforts and serve as a technical resource to the Sales Team.
Promote consistent processes and procedures to minimize risk and errors.
Review Legal Team work product and provide guidance, including to other ERISA attorneys.
Monitor legal and regulatory developments; perform research and translate impacts into actionable guidance.
Develop and deliver internal updates and training on legislative and regulatory changes to USICG consultants.
Prepare client communications and develop marketing and business-focused materials.
Draft, review, and maintain service agreements and contracts.
Manage, mentor, and develop Legal Team members.
Represent USI as a senior legal professional in client engagements and cross-functional discussions.

What We're Looking For:

Juris Doctor (JD) required; active member in good standing of a state bar.
15+ years of ERISA attorney experience, with deep expertise in retirement plans and applicable regulations (DOL, IRS, FINRA, SEC).
Ability to interpret and clearly communicate complex technical information to clients and prospects.
Ability to oversee legal staff work while providing guidance, mentorship, and development support.
Excellent judgment, problem-solving, and decision-making capabilities.
Effective collaboration skills with Practice Leaders, Sales Leaders, and senior leadership.
Highly organized with the ability to manage multiple priorities in a fast-paced environment.
Professional presence with the ability to influence and build credibility with clients and stakeholders.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 potential for compensation incentives, 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.

Salary range is $140,000 - $200,000, plus potential compensation incentives