• Serve as a legal resource for ERISA and retirement plan administration matters, including qualified plan operational compliance, fiduciary issues, plan qualification rules, plan document interpretation, participant disclosures, and plan sponsor obligations. • Interpret and apply guidance from the Department of Labor, Internal Revenue Service, Pension Benefit Guaranty Corporation, and other regulators affecting retirement plans. • Identify legal, fiduciary, operational, data, contractual, and reputational risks early and recommend practical mitigation. • Explains complex legal issues clearly, concisely, and in a way business teams can act on. • Build strong working relationships with business, product, operations, compliance, technology, and client-facing teams. • Support incident response and remediation efforts involving participant data, system access, recordkeeping issues, or other operational events impacting data. • Serve as a legal partner to product, technology, operations, sales, and business leaders on the design, development, and enhancement of retirement products, services, platform features, digital workflows, and service models. • Review participant-facing, plan sponsor-facing, advisor-facing, and client-facing materials, including disclosures, website content, forms, notices, templates, training materials, implementation materials, and sales or service collateral. • Draft and negotiate clear agreements with clients, vendors, or strategic partners that align services, responsibilities, risk allocation, and business objectives.

• Advise on and ensure compliance with state and federal privacy laws and regulations. • Draft and update privacy practices. • Provide legal analysis and risk assessment related to privacy, data protection, and information security issues. • Coordinate with interdisciplinary teams to conduct privacy impact assessments. • Facilitate recurring meetings of the BetterHealth Privacy and Legal Advisory Group (PLAG). • Counsel BetterHealth partners and leadership team on data privacy and protection. • Respond to privacy incidents and breaches, including guiding and advising BetterHealth on notification and reporting requirements. • Stay informed of relevant legal and regulatory changes in privacy law and anticipate possible impacts on the organization. • Interface with regulatory authorities and BetterHealth’s internal information security team. • Work directly with staff to review, negotiate, and draft contract terms, including technology service agreements (TSA), memorandums of understanding, statements of work, and other agreements. • Prepare documentation necessary to implement program initiatives and achieve our goals related to legal or compliance efforts, working with interdisciplinary teams. • Coordinate with interdisciplinary teams to implement and assess the company-wide compliance program. • Facilitate recurring Board Compliance Task Force meetings and provide regular legal and compliance updates to the Board of Directors. • Lead investigations for all compliance related matters, including those that are reported via the Employee Hotline, AIMS, suggestion boxes, or via any other reporting function. • Ensure compliance awareness training and compliance subject-specific training for all staff. • Effectively communicates the importance of compliance with state and federal laws and regulations, funder requirements, and accreditation standards across all levels of the organization.

• Advising on a broad range of legal issues • Reviewing, drafting, and negotiating a variety of contracts • Collaborating with multi-functional transactional teams • Assisting internal and external legal counsel • Advising on employment-related issues • Developing and implementing legal compliance projects • Responding to subpoenas and litigation discovery requests • Supporting merger and acquisition activities • Driving legal department process improvements • Revising internal legal policies and procedures

• Advising on a broad range of legal issues and reviewing, drafting, and negotiating contracts • Partnering with multi-functional transactional teams for company policy and legal compliance • Anticipating, mitigating, and advising on potential legal problems • Developing and implementing legal compliance projects • Reviewing and revising internal legal policies, processes, and procedures