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Compliance Associate

Guideline, Inc.

in San Mateo CA

The Role

We are seeking an experienced Retirement Plan Compliance Associate to join our team. The role will focus on qualified retirement plan compliance and requires proficiency with 401(k) plan rules, strong attention to detail, and confidence analyzing plan data and financials. 

The Team

You’ll be a critical member of Guideline’s Legal & Compliance team, comprised of attorneys and legal operations professionals. The Legal & Compliance team serves as a strategic advisor and partner to Guideline’s business functions to ensure our products and services are developed in compliance with regulatory requirements, to manage risk as Guideline scales to become a leading retirement plan provider, to monitor plan operational compliance, and to represent Guideline in legal and regulatory matters. 


  • Collaborate closely with inter-departmental partners to ensure plan administration activities comply with plan provisions, regulations and internal policies.
  • Assist in the ongoing examination of retirement plan compliance, including fact finding, data analysis and reporting 
  • Analyze plan data for potential errors; and report on findings and recommendations 
  • Facilitate full correction and prevention of plan errors, including supporting corrections in accordance with EPCRS
  • Review and verify accuracy of nondiscrimination testing results and corrections; Form 5500 and other government filings or reports


  • 5+ years of qualified retirement plan administration experience
  • High level of proficiency with Microsoft Excel and/or Google Sheets; Powerpoint/Google Slides and basic SQL query skills
  • Impeccable attention to detail
  • Strong verbal and communications skills
  • Ability to pass background and credit check for employment

How to Apply

Please apply with this link: https://boards.greenhouse.io/guideline/jobs/4415259002

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