Product Counsel, ERISA – Operations

🕒 May 23

🇺🇸 United States – Remote

💵 $170k - $210k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚖️ Legal Counsel / General Counsel

🦅 H1B Visa Sponsor

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Human Interest

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Serve as the Front-Line Legal Advisor to Customer-Facing Teams: Be the go-to ERISA resource for the internal teams that work directly with plan sponsors and participants — providing real-time, practical legal guidance on the ERISA, IRC, and fiduciary questions that surface as customers interact with the platform. • Serve as the ERISA SME for Product: Be the go-to ERISA resource for the product team as they design and build new features.

🎯 Requirements

• 5–8 years of substantive ERISA experience focused on qualified retirement plans and fiduciary matters (including 401(k), 403(b), and IRA plans) • Of those years, a minimum of two must be at a law firm practicing in this area • Demonstrated experience with qualified plan operational compliance, including EPCRS and the correction principles that apply to qualified retirement plans • Working knowledge of ERISA fiduciary duty and prohibited transaction rules as they apply to plan administration and service provider arrangements • Experience advising non-legal business teams on ERISA issues in real time, including translating technical legal conclusions into actionable guidance.

🏖️ 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 • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health 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; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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