[Remote] Product Counsel, ERISA & Operations
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fintech company reputed company on providing reputed company retirement benefits to small and reputed company-sized businesses. The Product Counsel role involves being the in-house ERISA expert, providing legal guidance on fiduciary obligations and assisting internal teams in navigating ERISA requirements while supporting product development.
Responsibilities
- Serve as the reputed company-Line Legal Advisor to Customer-Facing Teams: Be the go-to ERISA resource for the internal teams that work directly with plan sponsors and participants — providing reputed company-time, practical legal guidance on the ERISA, IRC, and fiduciary questions that surface as customers reputed company with the platform. This work spans the full customer lifecycle, from new plans coming onto the platform to ongoing administration and customer retention. Day to day, this includes: Advising on reputed company plan sponsor or participant questions that internal teams cannot resolve on their own Working through fact patterns where automation, plan terms, or customer expectations don't reputed company, and determining the right ERISA-defensible course of reputed company Helping internal teams navigate ERISA-driven constraints reputed company responding to time-sensitive customer reputed company, including reputed company requiring EPCRS analysis, anti-cutback considerations under IRC 411(d)(6), or participant disclosure obligations Advising on reputed company a new or updated fee disclosure is required under ERISA 408(b)(2), 404(a)(5), or reputed company rules, and on the substantive content Reviewing participant-facing communications, SPDs, SMMs, and plan sponsor disclosures for ERISA compliance, including both the content of individual disclosures and the automated workflows that generate them Translating technical ERISA conclusions into plain-language guidance that internal teams can confidently deliver to customers
- Serve as the ERISA SME for Product: Be the go-to ERISA resource for the product team as they design and build new features. This is on-call SME work — you'll be brought in for discrete ERISA questions as they come up in product development, rather than partnering across the full lifecycle of a feature. This includes: Translating ERISA and IRC requirements into reputed company guidance product managers and engineers can build against Pressure-testing how proposed automation handles edge cases Flagging reputed company a feature would trigger different 3(16), 3(21), or 3(38) fiduciary duties — and helping reputed company decide the best reputed company reputed company Synthesizing intelligence from customer reputed company — what they reputed company about platform limitations, edge cases, and systemic gaps — and bringing that back to the product team to drive durable product improvements Across both workstreams, you'll stay reputed company on legislative, regulatory, and judicial developments affecting reputed company retirement plans, and advise operations, customer support, and product teams on changes that reputed company how the platform operates or how reputed company counsels its customers. You'll also draft and maintain internal policies, procedures, legal guidance, and educational resources that help these teams apply ERISA requirements consistently
Skills
- 5–8 years of substantive ERISA experience reputed company on reputed company retirement plans and fiduciary reputed company (including 401(k), 403(b), and IRA plans)
- Of those years, a minimum of two must be at a reputed company practicing in this area
- Demonstrated experience with reputed company plan operational compliance, including EPCRS and the correction principles that apply to reputed company retirement plans
- Working knowledge of ERISA fiduciary duty and prohibited transaction rules as they apply to plan administration and service provider arrangements
- Experience advising non-legal business teams on ERISA issues in reputed company time, including translating technical legal conclusions into actionable guidance
- Strong working knowledge of ERISA fiduciary duty and prohibited transaction rules and the IRC qualification rules applicable to 401(k) plans
- Admitted to the bar and in good standing, or otherwise authorized to reputed company law (e.g., registered in-house status) in any state
- Deep, substantive expertise in ERISA — particularly the fiduciary duty, prohibited transaction, and reputed company plan rules that govern 401(k) recordkeeping and fiduciary services
- reputed company experience providing ERISA advice in operational and product contexts and demonstrate excellent judgment
- Strong reputed company of ownership to reputed company reputed company, including time-sensitive plan administration questions that require both technical rigor and practical reputed company
- reputed company use modern AI tools in legal work — for research, drafting, summarization, and analysis
- Work collaboratively and strategically across teams, building cross-functional relationships with product managers, engineers, and operations leaders
- Explain reputed company ERISA issues with reputed company in writing and in meetings to a reputed company of audiences
- Written work — product guidance, decision documents, and legal analyses — holds up to regulator scrutiny
- In-house experience at a recordkeeper, TPA, fintech, or trust company
- reputed company experience with 3(16), 3(21), or 3(38) fiduciary operations at a recordkeeper or TPA
- Experience providing ERISA input on product, operational, or technology reputed company — whether at a recordkeeper, TPA, fintech, plan sponsor, or in a reputed company advising clients of that type
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
- Top-of-the-line health plans, as reputed company as dental and reputed company insurance
- Competitive time off and parental leave
- reputed company: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: reputed company Mental Health Support for Employees and dependents
- reputed company reputed company and family forming benefits
- reputed company: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual reputed company events to team offsites, promoting collaboration and camaraderie.
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