Slavic401k · 11 hours ago
ERISA Attorney - WORK FROM HOME (Select US States Eligible ONLY)
Boca Raton, FL 33487, USA
Full-time
Hybrid
Senior Level
$150K/yr - $178K/yr
7+ years expSlavic401k is a company dedicated to providing expert guidance in retirement plan compliance. The ERISA Attorney will focus on the design, administration, and compliance of defined contribution plans, ensuring adherence to regulatory standards and providing legal support for plan operations.
FinanceFinancial ServicesFunding Platform
No H1B
Responsibilities
Advise on the design, implementation, and ongoing administration of qualified defined contribution plans, including 401(k), profit sharing, and MEPs and PEPs
Work on resolving complex regulatory issues to assist clients and internal partners
Draft, review, and update plan documents, amendments, and participant communications
Provide regulatory oversight of annual compliance testing (e.g., nondiscrimination, top-heavy, coverage) and Form 5500 filings
Provide internal legal support for plan administration, including eligibility, vesting, distributions, and corrections
Monitor legislative and regulatory developments affecting retirement plans and communicate changes to internal teams and clients
Advise on fiduciary responsibilities, prohibited transactions, and plan governance
Draft, review, and negotiate TPA and recordkeeper service agreements, as well as other contracts necessary for plan administration
Advise on and prepare various agreements related to plan operations, compliance, and vendor relationships
Advise internal teams on their support of clients in IRS and DOL audits, investigations, and voluntary compliance programs
Address complex issues such as mergers, plan terminations, QDROs, and participant claims
Responsible for managing relationships with outside counsel
Deliver training and education to staff and clients on ERISA compliance and best practices
Manage a team providing leadership, guidance, and support in their day-to-day responsibilities
Qualification
Required
Must reside and work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NJ, NC, OH, OK, TN, TX
Must be eligible to work in the US without employment sponsorship
Direct Hire only, no third-party agency applications
Juris Doctor (JD) from an ABA-accredited law school; active license in good standing
Minimum 7–10 years of experience in employee benefits law, retirement plan compliance, or related field
Minimum 2 years in a leadership or management capacity
Demonstrated experience advising on qualified defined contribution plans, including 401(k) and profit-sharing plans
Proven track record of managing compliance testing, Form 5500 filings, and fiduciary governance
Experience supporting IRS and DOL audits, investigations, and voluntary compliance programs
Background in drafting and negotiating service agreements and plan-related contracts
Prior experience delivering ERISA training and guidance to clients or internal stakeholders
Demonstrated knowledge of Microsoft Office
Deep knowledge of ERISA, IRS, and DOL regulations governing qualified defined contribution plans
Expertise in plan design, administration, and compliance for 401(k), profit sharing, and multiple employer plans (MEPs/PEPs)
Strong analytical and problem-solving skills for resolving complex regulatory and operational issues
Proficiency in drafting and reviewing plan documents, amendments, and participant communications
Ability to interpret and apply legislative and regulatory changes to retirement plan operations
Skilled in negotiating and managing service agreements with TPAs, recordkeepers, and vendors
Excellent communication and presentation skills for delivering training and advising clients and internal teams
Strong organizational skills with the ability to manage multiple priorities and deadlines
Collaborative mindset for working with internal teams, clients, and outside counsel
Preferred
Additional industry certifications such as CEBS, ASPPA, or similar credentials
Benefits
Flexible work environment
Participation in Personal Annual Performance Bonus incentive program
Medical, Dental, Vision, and Life Insurance
75% employer coverage of Medical Premiums
Retirement Savings – 401(k) plan with generous company match, vested after 2 years
Tuition Reimbursement up to $5,250/year
Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
Paid Parental Leave
Voluntary Pet Insurance, Lifelock and More!
24/7 no-cost Employee Assistance Program (EAP)
Company
Slavic401k
Slavic401k offers financial advisors and retirement savings plans.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
TriSpan LLP
2024-05-16Private Equity
Leadership Team
John Slavic
President & Chief Executive Officer
Declan O'Beirne
Executive Vice President & Chief Financial Officer
Recent News
Company data provided by crunchbase