Strongpoint Partners - ERISA Attorney (CQ)
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Requirements
• 10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization) • Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans • Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements • Excellent writing, editing, and communication skills • Highly detail-oriented with strong analytical and organizational abilities • Proven research skills with the ability to interpret and apply complex regulations • Ability to work independently, identify key issues, and drive solutions with minimal direction • Strong project management skills with the ability to manage multiple priorities • Familiarity with document automation tools is a plus • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Unlimited PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Plan Document Management • Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans • Prepare plan restatements, amendments, board resolutions, and adoption agreement updates • Maintain and update summary plan descriptions (SPDs) and related addenda • Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance • Support plan mergers and terminations, including preparation of required documentation • Prepare administrative committee charters and fiduciary acceptance letters • Support for Senior Consultants & Plan Administrators • Interpret plan documents to ensure accurate operational application • Prepare executive summaries of plan provisions to support client discussions and plan design decisions • Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly • Research complex technical questions and provide clear, actionable insights • Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS) • Review domestic relations orders for QDRO compliance and administrative feasibility • Draft correspondence summarizing findings, documents, and recommendations • Serve as a subject matter expert on plan language and participant disclosures • Track and manage document-related compliance deadlines to ensure timely completion • Review documents and communications to ensure consistency across all materials • Prepare administrative forms and supporting documentation as needed • Employee & Participant Communications • Draft and review participant-facing materials, including SPDs, SMMs, Plan Highlights, FAQs, and required notices • Ensure all communications meet ERISA disclosure requirements and are clear, accurate, and easy to understand • Advise on timing, delivery, and content of required participant notices (e.g., safe harbor, QDIA, automatic enrollment, blackout notices) • Ensure alignment between plan documents and participant communications
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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