EB Compliance Attorney

This is a fully remote position, open to applicants in Texas.

📋 Description

• Offer technical compliance advice regarding employer-sponsored health and welfare benefit plans.

• Conduct research on statutes, regulations, agency guidance, court rulings, and other legal developments impacting employee benefit plans.

• Evaluate complex compliance inquiries from clients, consultants, account managers, and internal stakeholders.

• Convert legal and regulatory requirements into actionable recommendations and implementation strategies.

• Aid employers with ERISA compliance, plan documentation, disclosure duties, Form 5500 requirements, fiduciary obligations, and plan governance.

• Provide guidance on cafeteria plans as defined under Internal Revenue Code Section 125.

• Assist with compliance matters related to HRAs, health FSAs, HSAs, wellness programs, and other account-based benefit arrangements.

• Support COBRA administration, HIPAA privacy and security mandates, Medicare Secondary Payer rules, and benefit continuation or coordination requirements.

• Counsel on ACA employer mandates, eligibility, affordability, reporting, and related compliance obligations.

• Assist with CAA, Transparency in Coverage, prescription drug reporting, gag clause attestations, PBM transparency, and emerging health plan requirements.

• Assess compliance considerations for self-funded, level-funded, and fully insured benefit arrangements.

• Support MEWAs, association health plans, and other multiple-employer arrangements.

• Review benefit plan documents, SPDs, wrap documents, amendments, policies, notices, vendor agreements, and other benefit-related materials.

• Help clients identify and rectify potential compliance issues.

• Assist in benefit plan compliance audits and risk assessments.

• Create compliance checklists, guides, toolkits, model notices, FAQs, articles, presentations, and other client-facing resources.

• Prepare regulatory updates and compliance alerts.

• Conduct webinars, seminars, and training sessions for clients and internal employees.

• Support prospect meetings and capabilities presentations.

• Provide technical training and assistance for account managers, consultants, and Employee Benefits team members.

• Assist the Managing Director of Compliance with the firm's compliance service strategy.

• Collaborate with clients' legal counsel, tax advisors, TPAs, carriers, PBMs, and other vendors.

• Offer technical guidance and mentorship to Compliance Specialists and other compliance team members.

• Monitor federal and state legislative and regulatory changes affecting employer-sponsored benefit plans.

• Participate in special projects and perform other compliance-related tasks as assigned by the Managing Director of Compliance.

⛳️ Requirements

• Juris Doctor (J.D.) degree from an accredited law school.

• Admission to and good standing with at least one U.S. state bar.

• Strong skills in legal research, analysis, and written communication.

• Ability to interpret statutes, regulations, and agency guidance, translating them into practical business advice.

• Excellent interpersonal and presentation abilities.

• Capability to convey complex regulatory concepts effectively to clients and non-attorneys.

• Minimal travel required (2-4 days per month).

• Proficient in Microsoft Office Suite.

• Ability to lift up to 25 pounds.

• Frequent use of sight to read documents and computer screens.

• Regular use of hearing and speech for communication via telephone and in-person interactions.

• Repetitive hand movements, including keyboarding, writing, and 10-key entry.

• Mobility to walk, bend, sit, reach, and stretch in various directions.

• Preferred: experience in employee benefits, ERISA, health and welfare plan compliance, insurance, employment law, or a related field.

• Preferred: experience working for an employee benefits brokerage, consulting firm, law firm, insurance carrier, TPA, or benefits department.

• Familiarity with ERISA, ACA, COBRA, HIPAA, Internal Revenue Code Sections 105 and 125, CAA, MHPAEA, and related employee benefits regulations.

• Experience in presenting webinars, client seminars, capabilities presentations, or professional training programs.

• Applied Epic experience is preferred, or knowledge of a similar Agency Management System (AMS) is acceptable.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Prescription drug coverage.

• 401K.

• Equity incentive plan.

• Multiple supplemental benefits for physical, emotional, and financial well-being.

• Employee Wellness Program.

• Company-paid holidays.

• PTO.