Counsel

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. 

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.  

To learn more, visit https://www.pcsretirement.com/

Job Summary

We are seeking an attorney with 5+ years’ experience to join our in-house legal team supporting the Company’s retirement plan administration, recordkeeping, and related financial services businesses. This role will provide practical, business-oriented legal guidance on ERISA, Internal Revenue Code, fiduciary, regulatory, operational, product, and commercial contracting matters. 

The ideal candidate will bring strong substantive ERISA experience, sound judgment, and the ability to translate complex legal requirements into clear guidance for business, product, operations, client service, compliance, and sales teams. This role is well suited for an attorney who is comfortable working close to the business, advising on day-to-day retirement plan administration issues, supporting new and evolving retirement products and services, and drafting and negotiating contracts with clients, vendors, service providers, and strategic partners.

Job Responsibilities

• Serve as a legal resource for ERISA and retirement plan administration matters, including qualified plan operational compliance, fiduciary issues, plan qualification rules, plan document interpretation, participant disclosures, and plan sponsor obligations. 
• Interpret and apply guidance from the Department of Labor, Internal Revenue Service, Pension Benefit Guaranty Corporation, and other regulators affecting retirement plans. 
• Identify legal, fiduciary, operational, data, contractual, and reputational risks early and recommend practical mitigation.
• Explains complex legal issues clearly, concisely, and in a way business teams can act on.
• Build strong working relationships with business, product, operations, compliance, technology, and client-facing teams.
• Support incident response and remediation efforts involving participant data, system access, recordkeeping issues, or other operational events impacting data.
• Serve as a  legal partner to product, technology, operations, sales, and business leaders on the design, development, and enhancement of retirement  products, services, platform features, digital workflows, and service models. 
• Review participant-facing, plan sponsor-facing, advisor-facing, and client-facing materials, including disclosures, website content, forms, notices, templates, training materials, implementation materials, and sales or service collateral. 
• Draft and negotiate clear agreements with clients, vendors, or strategic partners that align services, responsibilities, risk allocation, and business objectives. 

• J.D. required from an accredited law school
• At least five years of legal experience involving retirement plans, fiduciary matters, or related financial services work other than solely through ERISA litigation experience
• Working knowledge of ERISA and Internal Revenue Code provisions applicable to retirement plans
• Experience working for a retirement plan recordkeeper or third-party administrator a plus
• Microsoft Office skills
• Able to exercise independent judgement and act on it
• Excellent analytical and creative problem-solving skills
• Excellent listening, interpersonal, written and oral communication skills
• Logical and efficient, with keen attention to detail
• Highly self-motivated
• Ability to effectively prioritize and execute tasks while under pressure
• Strong customer service orientation
• Ability  to meet deadlines and work in a fast-paced, team environment with shifting priorities

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $108,000 and $140,000 however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.