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

Job Details

Locations

Remote- United States

Job ID

32356

Description and Requirements

General Description:

The Senior ERISA attorney role will provide leadership of the delivery of technical regulatory and compliance services to USI Consulting Group’s Practice Areas and clients in matters relating to retirement plans and certain employee benefit plans (DB, DC, H&W). Together with other USICG consultants and members of the Legal Team, the Senior ERISA attorney position will provide comprehensive retirement consulting related to both qualified and nonqualified plans sponsored by entities in the private and public sector, in addition to not-for-profit entities. This role will function as both an individual contributor in the most complex matters for clients and prospects, as well as a leader and manager of other professionals within the Legal Team.

Responsibilities:

Provide plan design advice and recommendations.
Review plan documents, amendments, SPDs, and other communications.
Review governmental filings and corrections.
Advise on mergers and acquisitions.
Advise on nondiscrimination testing.
Perform fiduciary training for clients and advise on plan governance procedures.
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 Legal Team staff member work product, including the work of other ERISA Attorneys
Review and analyze current developments of legal and technical significance and undertake required legal research.
Lead the design and delivery of regular written updates and training sessions on legislative and regulatory developments to USICG consultants.
Prepare client communications, and other marketing and business focused materials.
Review and prepare service agreements and contracts. Take ownership of model service agreements and contracts.
Manage and develop Legal Team members.

Knowledge, Skills and Abilities:

Law degree and be an active member in good standing of a state bar, ERISA Attorney required.
Minimum of 15 years experience as an ERISA attorney with legal research, document review, navigation of complex retirement plan issues with internal audiences and clients, and extensive knowledge of requirements and regulations of DOL, IRS, FINRA and SEC, etc. as applicable to retirement programs.
Ability to understand, interpret and convey information to clients and prospects and represent the company in a professional manner in a leadership role[BH1.1].
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 oversee the work of other legal staff and serve as manager and mentor for their performance and development.
Ability to interface effectively with Practice Leaders, Sales Leaders, and senior leadership of USICG and the USI Corporate Legal team.
Ability to stay organized and focused in a busy environment.
Effective communication skills with clients and co-workers, both verbal and written.
Personable and credible.
Demonstrates cooperation and collaboration in a team setting.

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