ERISA Attorney, CQ

Strongpoint Partners

Experienced ERISA Attorney supporting retirement plan compliance at Strongpoint Partners. Collaborating with Carlson & Quinn to manage retirement plan documentation and regulatory requirements.

Posted 4/23/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans.
Prepare plan restatements, amendments, board resolutions, and adoption agreement updates.
Maintain and update summary plan descriptions (SPDs) and related addenda.
Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance.
Support plan mergers and terminations, including preparation of required documentation.
Prepare administrative committee charters and fiduciary acceptance letters.
Interpret plan documents to ensure accurate operational application.
Prepare executive summaries of plan provisions to support client discussions and plan design decisions.
Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly.
Research complex technical questions and provide clear, actionable insights.
Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS).
Review domestic relations orders for QDRO compliance and administrative feasibility.
Draft correspondence summarizing findings, documents, and recommendations.
Serve as a subject matter expert on plan language and participant disclosures.
Track and manage document-related compliance deadlines to ensure timely completion.
Review documents and communications to ensure consistency across all materials.
Prepare administrative forms and supporting documentation as needed.

Requirements

What you’ll need

10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization).
Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans.
Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements.
Excellent writing, editing, and communication skills.
Highly detail-oriented with strong analytical and organizational abilities.
Proven research skills with the ability to interpret and apply complex regulations.
Ability to work independently, identify key issues, and drive solutions with minimal direction.
Strong project management skills with the ability to manage multiple priorities.
Familiarity with document automation tools is a plus.

Benefits

Comp & perks

Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

drafting retirement plan documentsreviewing retirement plan documentspreparing plan restatementspreparing amendmentscompliance with ERISAIRS qualification requirementsQDRO compliancedocument error evaluationpreparing executive summariesresearching complex regulations

Soft Skills

excellent writing skillsstrong analytical abilitiesorganizational abilitiesdetail-orientedindependent workproblem-solvingproject managementcommunication skillsediting skillsability to manage multiple priorities