Counsel 2 – ERISA/Retirement Recordkeeping, Plan Administration

Transamerica

. Provide legal support for the development, maintenance, and offering of retirement plan recordkeeping and plan administration products and services .

Posted 11/12/2026full-timeUnited StatesJuniorMid-Level💰 $145,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ERISA regulations and retirement plan compliance, providing legal guidance and support while effectively communicating complex legal concepts to diverse stakeholders. Proven ability to manage multiple priorities and deliver high-quality results in a fast-paced environment.

Highest-signal resume keywords

JD From An ABA-Accredited Law SchoolMember Of The Bar In Good StandingTwo Or More Years Of Relevant Legal Experience Focused On ERISAStrong Knowledge Of ERISA Title I And DOL RegulationsExperience Negotiating Retirement Services Agreements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal ResearchContract NegotiationRegulatory ComplianceDocument DraftingDiscrimination TestingClaims And Appeals AnalysisPlan AdministrationInvestment ManagementData Privacy ProvisionsPooled Plan Structures

Soft Skills

Effective CommunicationSound JudgmentOrganizational SkillsProject ManagementCollaboration

Tools & Technologies

MS Office

Certifications & Qualifications

JD From An ABA-Accredited Law SchoolMember Of The Bar In Good Standing

Industry Keywords

ERISARetirement PlansDOL RegulationsIRS ProvisionsSECURE 2.0Defined Benefit PlansTrust And Custodial AgreementsVendor AgreementsTPA AgreementsInvestment Advisory

About the role

Key responsibilities & impact

Provide legal support for the development, maintenance, and offering of retirement plan recordkeeping and plan administration products and services
Assist with preparing, reviewing, and negotiating recordkeeping, trust and custodial, TPA, 3(16), investment advisory and management, vendor, and TPA agreements
Develop expertise and provide guidance on plan documents, notices, communications, ERISA disclosures, QDROs, beneficiary designations, claims and appeals, discrimination testing and corrections
Monitor and review regulatory developments and brief stakeholders on potential business impacts
Assist in drafting regulatory responses to DOL, IRS, and PBGC examinations and inquiries, including document production and remediation plans
Advise on plan sponsor, participant, operational, and complaint issues
Collaborate with regulatory support, compliance, risk, operations, product, sales/distribution, and other internal stakeholders to develop and implement policies and procedures
Analyze complex legal issues and deliver practical, business-oriented solutions
Partner with senior attorneys to keep senior business management and operations personnel apprised of relevant legal and regulatory developments
Exercise judgment regarding legal advice and communicate with technical and non-technical audiences
Help implement creative, cost-effective, and realistic business solutions and foster an inclusive, collaborative culture

Requirements

What you’ll need

JD from an ABA-accredited law school
Member of the Bar in good standing in any U.S. jurisdiction
Two or more years of relevant legal experience focused on ERISA/retirement plans at a sophisticated law firm, consulting firm, or in-house legal department
Able to effectively communicate, exercise sound judgment, and adapt legal advice to business needs in a rapidly changing corporate environment
Proficient using MS Office
Strong knowledge of ERISA Title I, DOL regulations and advisory opinions, Internal Revenue Code provisions applicable to retirement plans, and ERISA fee disclosure regimes (408(b)(2), 404(a)(5))
Familiarity with SECURE 2.0 and related guidance
Working knowledge of nonqualified plans is a plus
Experience negotiating retirement services agreements, investment management arrangements, collective investment trust participation, and data/privacy provisions
Experience with pooled plan structures, plan administration and/or defined benefit plans is a plus
Strong organizational and project management skills; ability to manage multiple priorities, work autonomously, and deliver high-quality results in a fast-paced, deadline-driven environment

Benefits

Comp & perks

Annual bonus based on the Company Bonus Plan/Individual Performance
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Paid parental leave: fifteen (15) days per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs