Retirement Specialist

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

• Consulting and advising team members on plan design, ERISA compliance and any related client questions

• Reviewing content for external-facing product features and internal-facing training materials to ensure accuracy under ERISA rules and regulations

• Coordinating with other teams on cross-functional projects, plan corrections and audits; 4) owning core cross-functional projects

• Leading and participating in internal training opportunities for the team.

• 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.

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

• Exhibit strong knowledge of defined contribution plan administration and compliance requirements to support internal organization goals.

• Deep understanding of ERISA and tax laws, as well as understanding of the importance of low fee, index mutual fund investing. 

• Documentation and organization is important to you, all while keeping our clients top of mind.

• Demonstrated success in consultative or client-facing role(s)

• Expert proficiency with data and analytics

• Experience testing 401(k) plans for annual compliance (ADP/ACP, profit sharing, etc.)

• Experience in plan document reviews/preparation

• Direct managerial experience is beneficial, but not required

• Professional designations such QKA, C(k)P, QPA, CRPS

• JD or equivalent graduate degree

More About Guideline

Technology is the backbone of what we do. It allows us to automate many 401(k) administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses.

But our platform is powered by people—engineers, account managers, data analysts, retirement consultants, and many more. Together, we're creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement.

In just a few years of operations, we've grown to over 35,000+ clients and over $8 billion in assets under management—and have raised $344M with top-tier investors.

Offer Package

The expected Salary Range for this position is $117,500 - $149,000 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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