• Legal Analyst I/II -SIC

    Location US-OR-Portland | US-OH-Cincinnati
    Posted Date 2 weeks ago(7/30/2018 10:33 AM)
    # Positions
    1
    Status
    Full-Time
    Req #
    17504
  • Overview

    If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.

     

    Assure all client plan documents are in compliance with federal laws and regulations. Oversee the creation of all types of contracts and service agreements between SRS and clients in compliance with applicable laws and regulations.

    Responsibilities

    Legal Analyst I - SIC

    • Draft retirement plan documents, amendments, summary plan descriptions, summary of material modifications and merger comparisons. Prepare IRS determination letter applications to assure plan qualification.
    • Analyze and interpret potential plans for regulatory compliance and make plan design suggestions to deliver client services utilizing best practices. Consult with sales, service, and administration regarding plan design and protected benefit issues. 
    • Draft client financial contracts and service agreements. Prepare contract amendments and customized contracts. Serve as a resource for contract questions from sales, service and administration staff. 
    • Participate in process-improvement projects and maintain internal job aids and guidelines.

     

    Legal Analyst II - SIC

    • Draft retirement plan documents, amendments, summary plan descriptions, summary of material modifications and merger comparisons. Prepare IRS determination letter applications to assure plan qualification.
    • Analyze and interpret potential plans for regulatory compliance and make plan design suggestions to deliver client services utilizing best practices. Consult with sales, service, and administration regarding plan design and protected benefit issues.
    • Draft client financial contracts and service agreements. Prepare contract amendments and customized contracts. Serve as a resource for contract questions from sales, service and administration staff.
    • Train and review the work of less experienced analysts. Serve as a resource for less experienced analysts regarding plan document interpretation and contract drafting. 
    • Assure our documents are in compliance with regulations and coordinate client-required regulatory updates. Create custom format language and maintain updated formats in compliance with new regulations. Participate in process-improvement projects and maintain internal job aids and guidelines.

    Qualifications

    Legal Analyst I - SIC

      

    Education: Bachelor’s degree required, or equivalent combination of education, experience and professional certifications.

    Experience: Three years demonstrated ERISA and retirement plans experience, reading, interpreting and drafting legal documents.

    Professional certifications: ASPPA Retirement Plans Fundamentals 1 & 2 preferred.

      

    Legal Analyst II - SIC

      

    Education: Bachelor’s degree required, or the equivalent combination of education, experience and professional certifications.

    Experience: Five years demonstrated ERISA and retirement plans experience, reading, interpreting and drafting legal documents.

    Professional certifications:  ASPPA Retirement Plans Fundamentals 1 & 2 preferred.

     

     

    Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

     

    For more information regarding your Equal Employment Opportunity applicant rights, click  here.

     

    Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.

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