Guideline is seeking a Retirement Specialist to support our Legal and Compliance department in improving the experience of our active plans.

What You Will Work On

In this role, you will focus on: 1.) consulting and advising team members on plan design, ERISA compliance and any related client questions; 2.) reviewing content for external-facing product features and internal-facing training materials to ensure accuracy under ERISA rules and regulations; 3) coordinating with other teams on cross-functional projects, plan corrections and audits; 4) owning core cross-functional projects; and 5.) leading and participating in internal training opportunities for the team.

Our ideal candidate is experienced in the 401(k) retirement plan space. You have a strong background in 401(k) plans and can advise and strategize on general defined contribution plan issues. As an added bonus, you may have a deep understanding of ERISA and tax laws, as well as understand the importance of low fee, index mutual fund investing. You are a collaborative self-starter who is hands-on and comfortable representing Guideline to clients and plan participants. Documentation and organization is important to you, all while keeping our clients top of mind.

• Educate Customer Operations Team on 401(k) recordkeeping, administration and correction processes.
• Support Onboarding in handling the implementation of new and conversion 401(k) plans.
• Review new product features and client-facing forms for compliance with ERISA.
• Review internal training materials and procedures for compliance with ERISA.
• Create internal-facing trainings and reference materials to address common questions.
• Exhibit strong knowledge of defined contribution plan administration and compliance requirements to support internal organization goals.

The Team

We are a high-energy group and work closely with Sales, Customer Success, and Product.

What We’re Looking For

• 7+ years experience in 401(k) plans (experience with a variety of DC plans including 403(b), 457, etc. a plus)
• 5+ years experience in retirement administration space or ERISA space
• Demonstrated success in consultative or client-facing role(s)
• Demonstrated ability to juggle and prioritize among multiple tasks
• Expert proficiency with data and analytics
• Well-organized and accurate, along with a sharp attention to detail
• Passionate about technology as well as experience in using technology to deliver client solutions

More About Guideline

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Offer Package

The expected Salary Range for this position is $124500 - $151500 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.

Additional benefits:

• Flexible vacation policy
• Company equity
• 401(k) with matching contributions
• 100% paid employee insurance coverage
• Annual learning and development stipend
• Parental leave
• Sabbatical after 5 years of employment

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Employment open to residents of CA, CO, FL, MA, MD, ME, NC, NY, TX, and WA. Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

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