Responsibilities

• Resolve data discrepancies for assigned caseload of plans to unblock Form 5500 filing automation, including reconciling conversion plan assets when needed.  
• Accountable to ensure all regulatory deadlines are met for assigned caseload while also embracing a one team approach and contributing to overall team success.  
• Support customers and plan auditors for our largest plans via email and phone
• Consistently meet SLAs such as average ticket volume, CSAT, TRES and TFIR
• Investigate complex problems and find creative solutions involving Form 5500 series, 5330 and 8955-SSA
• Recommend solutions for continuous improvement for filings and annual plan compliance workflows, product and business systems.  
• Continuously look for ways to scale efficiently.
• Partner effectively with cross-functional teams to solve problems. 
• Work with Product & Engineering teams to identify opportunities for product enhancement. 
• Seek guidance from the Legal & Compliance team to ensure solutions are compliant with 401(k) regulations. 
• Collaborate with Customer Relationship Management team to address inbound questions and provide proactive communications to customers

Qualifications

• Bachelor degree
• 6-10 years of experience performing annual compliance testing (410(b) coverage, ADP/ACP, 415, Top Heavy) and preparation of Forms 5500, 5330 and 8955-SSA.  Has working knowledge of the complexities of mergers and acquisitions as they relate to testing and Form 5500 preparation. Comfortable with client contact
• Demonstrated ability to solve problems creatively with an eye toward, and a passion for, process improvement.  Able to spot opportunities for product or process automation
• Team player who collaborates well with people from different functions with different perspectives
• An exceptional verbal and oral communicator, comfortable collaborating on cross-functional projects
• Ability to quickly learn and adapt to new programs and tools
• Technological savviness. Prior experience with Salesforce, Jira and Confluence or similar technologies.

Why Guideline
Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.  

Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement. Whatever type of work you choose, whatever the size of your business.  

We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your financial future.  It replaces doubt and fear with transparency, knowledge and understanding. It makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee or partner.  

Because when you know how to safely, smartly invest today, you’ll be able to do more of what you love when the future arrives. And that is something everyone should be able to look forward to.

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 change 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 $92,500-$110,000 annually.
• Metro:
• The base salary range for this position is $82,000-$99,500 annually.
• National:  
• The base salary range for this position is $82,000-$99,500 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 [email protected].

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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