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Retirement Specialist

Guideline Inc.

in Remote / San Mateo CA / Austin TX / Portland ME / Solana Beach CA

Logo for Guideline Inc.

Guideline is seeking a Retirement Specialist to improve the experience of our active plans.

What will you be working on?

Our ideal candidate is experienced in the retirement plan compliance space. You will serve as a resource to plan sponsors for matters related to ERISA compliance and government filings. 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. Documentation and organization is important to you, all while keeping our clients top of mind.

Responsibilities include:

  • Serve as a core consultant to Program Manager, Product Manager, and relevant Project Managers on compliance regulations, as well as their impact to Guideline’s compliance product.
  • Lead quality analysis of core calculations for plan compliance testing as needed with the engineering, data, and product teams such as Non-Discrimination testing and limit testing
  • Provide client consultations for complex compliance issues that require an in depth analysis of the client’s compliance status.
  • Advise Program Manager, Product Manager, and relevant Project Managers on timelines and due dates
  • Advise on regulatory updates and changes in order to keep Guideline plans compliant
  • Provide consultation for Government filings team and other Operations teams as needed
  • Other duties as assigned


  • 8 or more years experience in financial services, with emphasis on retirement product expertise
  • 3-4 years experience in ERISA plan compliance execution
  • Experience with ASC software
  • 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

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 20,000 clients and $4 billion in assets under management—and have raised $44M with top-tier investors.

Employee Benefits

  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

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.

How to Apply

Apply Now

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