Human Interest
fintech
ProductCounsel,ERISA&Operations
Neural analysis suggests this role is
optimal for Senior candidates.
“Product Counsel, ERISA & Operations at Human Interest. Skills: ERISA, Fiduciary duty, 401(k) plans. Apply ERISA expertise to business questions. Serve as ERISA resource for customer-facing teams”
Industry & Context.
Apply expertise in an environment where automated workflows and payroll integrations support ERISA requirements; Translate applicable regulatory frameworks into actionable guidance; Exercise sound judgment in nuanced situations
What They're Looking For.
Must Have
5–8 years of substantive ERISA experience focused on qualified retirement plans and fiduciary matters, minimum of two years at a law firm practicing in this area, Demonstrated experience with qualified plan operational compliance, Working knowledge of ERISA fiduciary duty and prohibited transaction rules, Experience advising non-legal business teams on ERISA issues in real time, working knowledge of ERISA fiduciary duty and prohibited transaction rules, working knowledge of the IRC qualification rules applicable to 401(k) plans, Admitted to the bar and in good standing, or otherwise authorized to practice law in any state
Nice to Have
In-house experience at a recordkeeper, TPA, fintech, or trust company, Direct experience with 3(16), 3(21), or 3(38) fiduciary operations, Experience providing ERISA input on product, operational, or technology decisions
What You'll Do.
Apply ERISA expertise to business questions
Serve as ERISA resource for customer-facing teams
Provide real-time legal guidance
Advise on complex plan sponsor questions
Resolve fact patterns with automation
Navigate ERISA constraints for customer matters
Advise on fee disclosure requirements
Review participant communications for compliance
Translate ERISA conclusions into plain language
Serve as ERISA SME for product team
Translate ERISA requirements for product
Pressure-test automation edge cases
Flag fiduciary duties for features
Synthesize intelligence from customer matters
Drive product improvements
Stay current on legislative developments
Advise teams on regulatory changes
Draft and maintain internal policies
How You'll Work.
Team & Collaboration
Work collaboratively and strategically across teams; Build cross-functional relationships with product managers, engineers, and operations leaders; Explain complex ERISA issues with clarity; Partner with product team
Communication Scope
Explain complex ERISA issues with clarity in writing and in meetings; Translate technical ERISA conclusions into plain-language guidance
Full Job Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than 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. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role In this role, you will be the in-house ERISA expert for Human Interest, applying deep substantive expertise to the ERISA, IRC, and fiduciary obligations inherent in operating a 401(k) recordkeeping platform . The role sits at the intersection of ERISA, technology, and operations. You'll be part of a legal team helping a growth-stage company expand access to retirement plans for small and mid-market employers, making it easier for the businesses that need 401(k) plans to offer them. You will have two primary internal clients: (1) the teams that work directly with plan sponsors and participants, and (2) the product team responsible for building our features and products. You will bring legal rigor, practical judgment, and the ability to translate applicable regulatory frameworks into actionable guidance. You need to be comfortable applying your expertise in an environment where automated workflows and payroll integrations support the underlying ERISA requirements that govern recordkeeping. Human Interest's legal team uses AI tools to work efficiently and deliver high-quality legal work. This role will not be a good fit if you are not already familiar with and using AI tools in your daily
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