ERISA Fiduciary Attorney

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Job Overview

A law firm seeks an experienced ERISA Fiduciary Attorney with at least 7 years of Title I experience in New York, NY. The role involves advising on Title I of ERISA issues, focusing on compliance, transactions, and fiduciary requirements.

Duties

• Advise private funds and investment management clients on plan asset status, including 25% test and VCOC/REOC rules.
• Evaluate transactions for REOC and VCOC compliance; draft opinions and certificates.
• Review and draft ERISA provisions in private fund documents.
• Advise on fiduciary requirements and prohibited transaction restrictions under Title I of ERISA.
• Provide guidance on DOL and IRS compliance, audits, applications, and disputes.
• Advise on M&A transactions involving ERISA clients.
• Consult pension fund trustees and other fiduciaries on Title I matters.
• Advise on ERISA aspects of private fund documents and investments.
• Assist in securitization matters, focusing on CLO transactions and ERISA disclosures.

Requirements

• Outstanding academic credentials.
• Law firm experience required.
• Admitted to practice and in good standing in the relevant jurisdiction.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the relevant jurisdiction.

Skills

• Strong analytical and drafting skills.
• Excellent communication and advisory abilities.
• Proficiency in ERISA-related legal matters.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306