Senior Attorney at Ascensus

Remote
Ascensus

Title: Senior ERISA Attorney

  • Location: United States
  • Classifications: Remote

Essential Duties and Responsibilities:

  • Consultant Level
    • Job responsibilities of Senior ERISA Consultant
  • Training
    • Conduct presentations at professional conferences (e.g., MN CLE, CPE conferences, CFP)
  • Course Development
    • Design, write, and update internal or external training modules on ancillary laws
  • Legal Retirement Plan Document Drafting
    • Review and consult with clients on requests to customized provisions in Ascensus retirement plan documents (e.g., beneficiary designation options, minor modifications, IRS model form changes)
  • Fee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings)
    • Independently perform custom advanced external fee for service consultations (e.g., nonbank trustee applications, group submissions, VFCP)
  • Disputes, Policies, Inquiries and Subpoenas
    • Draft formal responses to legal or other inquiries to attorneys, the IRS, DOL or other governmental agency
    • Discuss complex legal or other issues with attorneys, the IRS, DOL or other governmental agency
    • Draft template and customized correspondence and legal memorandum
  • Expansion of Services
    • Independently perform review and approval of QDROs and other advanced benefit claims processing (e.g., hardship distributions)
    • Independently perform QDRO consultations and other advanced benefit claims processing (e.g., hardship distributions)
  • Death Claim Review
    • Independently perform review and approval of death claims
    • Independently perform death claim consultations
  • Legal Research
    • Complete advanced legal research projects and present advanced legal research findings
    • Mentor associates to conduct retirement plan and legal research
  • Technical Writing
    • Write comprehensive findings and recommendations of advanced legal research projects (e.g., white paper)
  • Retirement Technical Knowledge (QRP and specialty plans (e.g., 403(b), 457, DB, Cash Balance, ESOP, non-qualified, 409A))
    • Demonstrate a functional knowledge of ESOP, non-qualified plans and 409A plans
  • Industry Knowledge
    • Demonstrate functional knowledge of retirement income planning strategies
    • Demonstrate knowledge of retirement industry trends, forecasts and developments
  • Industry Participation
    • Participate on professional, regulatory, industry or policy-making boards, committees, or subcommittees
  • Ancillary Laws
    • Analyze and interpret significant legislative, statutory, regulatory or case law guidance of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign)
    • Analyze and interpret significant legislative, statutory, regulatory, or case law guidance on various business structures (e.g., sole proprietor, partnerships, corporations, LLC, non-profit, stock attribution, foreign affiliates)
    • Demonstrate basic knowledge of state laws that apply to retirement plans (e.g., withholding, domestic relations, debtor/creditor, preemption)
  • Continuing Education
    • Obtain continuing education credits to maintain licensure in at least one jurisdiction
  • Corporate Legal
    • Work with corporate legal counsel to review and draft agreements and perform other corporate legal work as necessary (e.g., copyright, trademark)
  • Mentoring
    • Successfully mentor ERISA Attorney

Minimum Requirements:

  • Degrees
    • JD from an accredited law school. Maintain an active license in at least one jurisdiction
  • Industry Experience
    • 7 years of Ascensus experience or 10 years industry experience
  • Performance Review Ratings
    • Performance review ratings of exceeding expectations
  • Core Values & I-Client
    • Consistently display and model the Ascensus core values and I-Client philosophy
  • Prior Consultant Level Completion
    • Successfully demonstrate job responsibilities of ERISA Consultant (Level 2)
  • Prior Attorney Level Completion
    • Successfully demonstrate job responsibilities of ERISA Attorney

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