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Erisa Investment Attorney Jobs (NOW HIRING)

USI Holdings Corporation

ERISA Attorney

Description and Requirements ERISA attorney who will provide technical regulatory and compliance ... plan and invest for retirement for 50 years. USICG's integrated team of highly skilled ...

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ERISA & Employee Benefits Counsel

Houston, TX · On-site

Advises on ERISA fiduciary duties, prohibited transaction rules, plan asset considerations, fiduciary delegation, committee governance, investment-related matters, and the development and maintenance ...

New

HP

ERISA & Employee Benefits Counsel

Spring, TX · On-site

Advises on ERISA fiduciary duties, prohibited transaction rules, plan asset considerations, fiduciary delegation, committee governance, investment-related matters, and the development and maintenance ...

Morgan-Stanley

NY · On-site

S. securities laws (including Investment Advisers Act of 1940, Securities Act of 1933 (including ... experience with applicable ERISA, anti-money laundering, data protection, and tax issues ...

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How much do erisa investment attorney jobs pay per year?

As of Sep 13, 2026, the average yearly pay for erisa investment attorney in the United States is $124,105.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $156,000.00 per year, depending on experience, location, and employer.

What is an ERISA Investment Attorney?

An ERISA Investment Attorney is a legal professional who specializes in the Employee Retirement Income Security Act of 1974 (ERISA) and advises clients on the legal aspects of investments held by employee benefit plans, such as 401(k)s and pension funds. Their work includes ensuring compliance with ERISA regulations, advising on fiduciary responsibilities, reviewing investment agreements, and helping clients navigate complex regulatory requirements. These attorneys may represent plan sponsors, trustees, financial institutions, or investment managers in matters related to plan investments and transactions.

What are the key skills and qualifications needed to thrive as an ERISA Investment Attorney?

To thrive as an ERISA Investment Attorney, you need a Juris Doctor (JD) degree, strong knowledge of ERISA and related federal regulations, and experience advising on investment products for retirement plans. Familiarity with fiduciary compliance systems, investment management agreements, and relevant legal research tools like Westlaw or LexisNexis is crucial. Exceptional analytical thinking, attention to detail, and effective communication skills help you interpret complex statutes and negotiate with clients or regulatory bodies. These capabilities are essential for ensuring clients’ investment activities remain compliant and for safeguarding both client interests and regulatory standards.

What are some typical challenges faced by an ERISA Investment Attorney when advising institutional clients?

ERISA Investment Attorneys often navigate complex regulatory frameworks while advising institutional clients such as pension funds and retirement plan sponsors. A common challenge is ensuring investment strategies comply with both ERISA fiduciary standards and evolving Department of Labor regulations. Attorneys must also balance risk management with clients' investment objectives, frequently coordinating with investment managers, compliance officers, and plan administrators. Staying current on regulatory updates and market trends is crucial for providing effective guidance and maintaining client trust.

What are popular job titles related to Erisa Investment Attorney jobs?

For Erisa Investment Attorney jobs, the most frequently searched job titles are:

ERISA Attorney

Remote

USI Holdings Corporation
Insurance Services • 10K+ employees
Learn more about USI Holdings Corporationexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 hours ago

USI Insurance Services rating

8.9

Company rating: 8.9 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

Job description

Description and Requirements
ERISA attorney who will provide technical regulatory and compliance services to its Practice Areas and clients in matters relating to retirement and employee benefit plans (DB, DC, H&W). Together with other USI Retirement consultants, the legal consultant will provide comprehensive retirement and benefit consulting related to both qualified and nonqualified plans.
Responsibilities:
  • Provide plan design advice and recommendations.
  • Review and draft plan documents, amendments, SPDs, and other communications.
  • Prepare governmental filings and corrections.
  • Advise on mergers and acquisitions.
  • Advise on nondiscrimination testing.
  • Perform fiduciary training and advise on plan governance procedures.
  • Contribute to USICG's business development and operate as a resource to the Sales Team.
  • Facilitate communication and consistency of Practice Areas processes and procedures to avoid errors and limit E&O exposure.
  • Review peer and paralegal work product.
  • Review and analyze current developments of legal and technical significance and undertake required legal research.
  • Prepare client communications, and other marketing and business focused materials.
  • Review and prepare service agreements and contracts.
  • Supervise legal support staff as necessary.

Knowledge, Skills and Abilities:
  • Law degree and be an active member in good standing of a state bar, ERISA Attorney required.
  • Minimum of 4 years experience with legal research, document review and have extensive knowledge of requirements and regulations of DOL, IRS, FINRA and SEC, etc.
  • Ability to understand, interpret and convey information to clients and prospects and represent the company in a professional manner.
  • Excellent interpersonal skills, the ability to establish priorities and meet tight deadlines, as well as strong problem-solving skills and sound judgment.
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
  • Ability to stay organized and focused in a busy environment.
  • Effective communication skills with clients and co-workers, both verbal and written.
  • Personable and credible.
  • Demonstrates cooperation and collaboration in a team setting.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Annual Salary Range is $115,000 - $150,000, plus potential compensation incentives

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