Retirement Plan Specialist

Guideline is seeking a Retirement Plan Specialist to support our Legal and Compliance team.

What will you be working on?

We are looking for a highly motivated, experienced, and collaborative individual to serve as a Retirement Plan Specialist. In this role, you will work closely with the entire Legal & Compliance team in a dynamic and energetic start-up environment. The role will focus on supporting the various teams at Guideline to ensure all of our plans stay compliant.

Our ideal candidate is experienced in the retirement plan space. You have a strong background in 401(k) plans and can advise and strategize on plan provisions as well as general day to day administrative issues. You are a collaborative self-starter who is hands-on and willing to learn new technology in a fast-paced environment. 

Job duties include:

• Develop and present trainings for Guideline employees as needed
• Monitor and answer question queue from other Guideline team members
• Assist other teams with analyzing current procedures and identifying and implementing improvements
• Assist with 1099-R, withholding and other tax questions
• Assist with plan reviews and other tasks related to conversions
• Draft, edit and review customer facing content that explains complex concepts accurately, clearly, and concisely
• Exhibit strong knowledge of defined contribution plan administration and compliance requirements to support internal organization goals
• Use analytical tools and industry publications to gather information and to think independently and proactively about how to best approach issues

The Team

You will be a key member of Guideline’s Legal and Compliance team, which is composed of creative and collaborative compliance professionals and attorneys. This team serves as a strategic advisor to Guideline’s business units, ensuring products and services are developed in compliance with legal and regulatory requirements, managing risk, monitoring plan operational compliance, and facilitating solutions to complex legal and regulatory issues. This role reports to a Senior Legal Counsel. 

Required Qualifications

• 4+ years experience in 401(k) plans and IRAs (experience with a variety of DC plans including 403(b), 457, etc. a plus); 
• Demonstrated knowledge of IRS and ERISA regulations and requirements;
• Strong verbal and written communication skills, with the ability to distill complex subject matters into terms readily understood by team members of all levels of expertise;
• Proven ability to work well independently, as part of team, and cross-functionally;
• Exceptional organizational and analytical skills;
• Ability to think strategically; and 
• Collaborative, positive, and pragmatic.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to changeThese pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy.

Metro+:

• The base salary range for this position is $139,500-$157,000 annually.

Metro:

• The base salary range for this position is $131,000-$148,500 annually.

National:  

• The base salary range for this position is $122,500-$140,000 annually.

In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs). 

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Eligibility to participate in Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• 1 - month Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. 

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to peopleops@guideline.com.

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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