Guideline is hiring a
Retirement Plan Specialist

Summary

Join Guideline as a Retirement Plan Specialist to support our Legal and Compliance team. 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.

Requirements

• 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
• Collaborative, positive, and pragmatic

Responsibilities

• 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

Benefits

• 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