Improve Law Firm’s profitability and efficiency using legal practice knowledge.
Advise solutions for client development strategies, marketing and productivity.
Consult on legal and program issues to actively manage risks.
Analyze problems and develop solutions for meeting parent company’s objectives.
Review, draft and negotiate legal documents.
Perform legal research and analysis on qualified retirement plans, insurance and securities.
Perform legal research and analysis of ERISA and tax laws on retirement plan design, operations and transactions.
Review process breakdowns impacting retirement clients, resolve operational issues and determine and suggest proposed action course.
Support clients to gather facts on resolving litigation, subpoenas and complaints, analyze individual disputes and conduct legal research to execute a course of action.
Draft regulatory filings with insurance regulators or SEC and review and file prospectuses.
Monitor staff to budget, record hold orders and retention policies, covenant certification processes, legal inventory, knowledge management and business continuation.
Monitor legal and regulatory developments and analyze legally with required execution.