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General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Counsel Jobs > ERISA/Employee Benefits/Attorney/In House/Appleton, Wisconsin Job in Wisconsin > ERISA/Employee Benefits/Attorney/In House/Appleton, Wisconsin

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ERISA/Employee Benefits/Attorney/In House/Appleton, Wisconsin

Refer job# SEHJ133341

Technical and Research Consultant IV - Fiduciary and Regulatory Consultant The candidate will provide overall fiduciary and ERISA support and consulting to IRT relationship management and sales. Will maintain and support a suite of client agreements and forms, including various service agreements, trust agreements and investment management agreements. Negotiate, where applicable, service contracts with clients' counsel or consultant. Draft and revise service contract provisions. Act as a business unit liaison with Legal and WBR Risk Management and Compliance units on day to day issues. Serve as a resource for ERISA and regulatory questions that impact day to day plan and trust administration. Evaluate the impact of major changes in the law and regulations pertaining to retirement plans and working with corporate legal and WBR Risk and Compliance to advise on the effects of such changes as they relate to both the operation and administration of retirement plans, including any required changes to plan or trust documents. Educate internal staff regarding changes in the law and regulations pertaining to retirement plans. Provide high level plan design consultation with emphasis on educating clients about plan design options and identifying design opportunities. Consult on routine and non-complex plan correction processes. Provide high level consultation on individually designed plan provisions. Provide high level consultation on mergers and/or plan changes. Serve as a resource for the sales group to respond to RFP questions pertaining to plan design and service questions and attending sales presentations where the potential client has specific questions relating to legal and risk aspects of the plan and the services to be provided. Consult on suite of prototype and volume submitter plan documents, including answering routine questions on interpretation and design, and creation of required amendments. The candidate must have 10+ years of employee benefits experience OR 4+ years of employee benefits experience with a J.D. degree. Extensive knowledge and understanding of employee benefit record-keeping is desired. Experience maintaining and supporting a suite of client agreements and forms, including various service agreements, trust agreements, investment management agreements is preferred. Extensive ERISA knowledge is an asset. Experience drafting and negotiating client agreements and forms is a plus. Experience providing high level consultation on individually designed plan and trust documents is desired. Experience consulting on a suite of prototype and volume submitter plan documents, including answering routine questions on interpretation and design, and creation of required amendments is preferred. Experience educating internal staff regarding any changes in the law and regulations pertaining to retirement plans is an asset. Experience providing high level consultation on mergers and/or changes to plans or trusts is a plus. Experience serving as a resource for the sales group to respond to RFP questions pertaining to plan design and service questions and attending sales presentations where the potential client has specific questions relating to legal and risk aspects of the plan and the services to be provided is preferred. Experience working with large organizations, consultants and sophisticated client contacts is desired. Understanding of complex investments held by retirement plans is an asset. Application Deadline: April 30, 2016.

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