Segal
Compliance (Retirement) Lawyer
At a glance
Location: US-DC-Washington Map
Posted: 08/28/2021
Closing: 09/27/2021
Degree: Not Specified
Type: Full-Time
Experience: Not Specified
Segal
Job description

For over 80 years, Segal has been a leader in organizational and human resource consulting. Our clients are employers and plan sponsors of all sizes covering millions of employees in dozens of industries. As an independent privately and employee-owned firm, we have a relentless commitment to the success of our people, clients and company. Our mission is simple: We deliver trusted advice that improves lives. As a part of our team, you will work with colleagues who are smart, professional, experts and...nice. Headquartered in New York, Segal has offices throughout the US and in Canada. We believe that a collaborative and diverse workforce best meets the needs of our business and clients, so we offer competitive pay and benefits that attract the best in our field. We are open to geographic location and remote working options.

The Opportunity:

The mid career to senior attorney demonstrates professional credibility by: providing advice to colleagues and clients that reflects experience, in-depth knowledge and creativity; taking deliberate steps to expand knowledge in her or his own practice area; and contributing to practice development and quality improvement initiatives. The lawyer has significant and influential client contact at multiple levels and, supports profitability growth within the Regions and the Company.

The Role:

Compliance services with respect to defined benefit (DB) and defined contribution (DC) retirement plans (together, retirement plans), to include: drafting and reviewing plan amendments, participant communications such as Summary Plan Documents (SPDs), and related plan documents; performing compliance reviews of retirement plan operations and/or administrative procedures; and consulting on plan design issues. Key responsibilities include, but may not be limited to:

  • Monitoring the legal and regulatory environment affecting retirement plans in collaboration with Segal26rsquo;s National Retirement Compliance team.
  • Serving as an expert Retirement Compliance resource to regional CRMs, external clients and others at Segal on the myriad of questions and issues pertaining to retirement plan compliance.
  • Drafting and reviewing compliance-related materials.
  • Attending client meetings to make technical compliance-related presentations to include informing clients about new legislative developments when necessary.
  • Managing projects that include project planning and guiding project team members to include mentoring and developing subordinate staff.
  • J.D. from an accredited law school.

  • Minimum of 5 to 10 years of consulting with and/or advising clients on relevant DB and DC plan compliance issues under both the Internal Revenue Code (IRC) and the Employee Retirement Income Security Act (ERISA) within a professional services oriented environment.

  • Significant experience with at least one retirement plan market category, e.g., single-employer, multiemployer (Taft-Hartley), or public sector, and familiarity with both DB plans and DC plans (including 401(k) plans).

  • Demonstrated skill in research and analysis as required to keep abreast of and informed on marketplace developments in retirement plan compliance and in the law.

  • Excellent communication skills, both verbal and written, to include technical drafting, strong attention to detail, ability to analyze and distill complex data/concepts and develop clear, concise explanations for a non-technical audience.

  • Excellent interpersonal/relationship-building skills and ability to collaborate with and positively influence others.

  • Experience with any of the following plan types would be a plus: variable or cash balance DB plans, money purchase or 403(b) DC plans, or non-qualified deferred compensation plans.

Diversity and Inclusion at Segal:

At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.

Compliance (Retirement) Lawyer