Counsel, ERISA

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

The ERISA Legal Counsel role will join Human Interest’s growing Legal & Compliance team, reporting to our Senior Legal Counsel, Product & Compliance. We are seeking an ERISA attorney with at least six years of legal experience to join our existing team. 

What you get to do every day

• Provide advice, explanation, and assessment of ERISA/retirement legal risk to senior legal, business management, risk, and compliance teams
• Advise internal teams on the design, implementation, and ongoing administration of 401(k) and 403(b) plans
• Develop and deliver regular training sessions on ERISA related topics, including prohibited transactions, fiduciary responsibilities, and regulatory compliance
• Educate internal teams on legislative and regulatory developments
• Provide legal support to the client relations teams  and manage and resolve legal issues related to client engagements
• Analyze transactions for compliance with ERISA/other applicable fiduciary laws
• Negotiate and draft legal agreements and other legal documentation
• Assist with disputes, inquiries, and subpoenas

What you bring to the role

• JD from an accredited law school and state bar admission required
• Top-tier law firm or financial services firm experience, with a strong preference for prior in-house recordkeeping experience
• Experience with:
• Tax and ERISA requirements applicable to qualified retirement plans, specifically 401(k) and 403(b) plans
• Analyzing and communicating changes/developments in the laws applicable to retirement plans
• The legal compliance aspects of servicing clients and their retirement plans, especially from the recordkeeping point of view
• General knowledge of IRA custodial and administration requirements is  also desirable
• A demonstrated track record of skillfully being able to manage a diverse set of issues in partnership with operations, sales, customer service, and product and engineering teams
• Demonstrable leadership skills and the ability to work with a diverse team of legal and other professionals
• The confidence and interpersonal and networking skills necessary for effective interaction with both internal stakeholders and external parties
• Strong analytical, organizational, communication and client service skills
• The ability to work autonomously, quickly adapt, a track record of providing sound and practical advice and solutions, and a mindset to work within a fast-growing startup environment

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Compensation - The salary range target for the role seniority described in this job description is $185,000 - $215,000. Final offer amounts depend on multiple factors including candidate experience and expertise, geographic location, compensation/equity mix, and market data. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Lyra - Enhanced Mental Heath Support for Employees and dependents  
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; annual wellness stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote
  

About Human Interest: 

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a Top Company by Y Combinator, we’ve raised $337M and are backed by leading investors, including TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures