Corporate Counsel, Guideline
IRS/Retirement
$165-201.5k
Salary dependent on location + Stock options
More information about location
Retirement plans for small business
Open for applications
Retirement plans for small business
201-500 employees
Open for applications
$165-201.5k
Salary dependent on location + Stock options
More information about location
201-500 employees
Company mission
To help everyone arrive at a secure retirement.
Role
Who you are
- Our ideal candidate is experienced in the retirement plan space
- You have a strong background in IRAs and 401(k) plans and can advise and strategize on tax issues 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
- A J.D. from an accredited law school
- 7+ 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
What the job involves
- Guideline is seeking a Corporate Counsel, IRS/Retirement to support our Legal and Compliance team
- We are looking for an experienced and collaborative attorney to serve as Corporate Counsel, IRS/Retirement
- In this role, you will work closely with the Associate General Counsel in a dynamic and energetic start-up environment
- The role will focus primarily on Internal Revenue Code compliance for IRAs and 401(k)s
- Manage the internal ERISA compliance question queue (mostly from CRMs and other client-facing internal partners)
- Develop, review, and implement internal training in collaboration with other teams
- Work with internal clients to ensure IRA and 401(k) record keeping functions are done correctly (e.g., 1099-R reporting, withholding and other tax question, beneficiary claims)
- Work as a collaborative team member/ L&C representative on special projects
- Problem-solve plan design issues and corrections, draft custom plan amendments as needed
- 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
- 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 an Assistant General Counsel
Our take
When businesses offer a 401(K) plan, a message is sent to employees and potential employees that their future is valued by their employer. However, small businesses are often left behind, being charged extortionate fees or ignored by 401(K) providers altogether, leaving many American families with no retirement savings and the potential of retiring into poverty.
Guideline spotted this oversight as an opportunity to jump in and offer small businesses an affordable 401(K). It generates income by charging each business a flat monthly fee per participant.
The company now manages retirement plans for hundreds of thousands of people in over 40,000 companies and has accumulated over $8 billion in assets under management. Benefits providers Intuit, Gusto, and Square all use Guideline as their 401(K) partner.
Freddie
Company Specialist
Insights
Company
Employee endorsements
Nice people
"The people at Guideline are really nice, friendly, and helpful. We get to know other members a little better outside of work, and there is an effort..."
Funding (last 2 of 6 rounds)
Jun 2021
$200m
SERIES E
Jul 2020
$80m
SERIES D
Total funding: $339m
Company benefits
- Comprehensive medical, dental and vision plans—100% for employees, 70% for dependents
- Generous 401(k) match
- Paid time off + unlimited vacation days
- Paid parental leave
- Mental health coaching and therapy
- Learning and development stipend
- Cash referral bonus
- Commuter benefits
Company HQ
South San Mateo, San Mateo, CA
Articles
Leadership
Kevin Busque
(CEO)Majored in Computer Information Science at Fitchburg State University. Started out as an Advisory Unix Systems Administrator at IBM and then founded LinkedUp.net, an Open Source consulting company, in 1996. Acted as Chief Information Security Officer at the Institute for Health Metrics and was Director of IT at Humedica. Co-founded TaskRabbit in 2008, acting as its VP of Technology until 2015.
Mike Nelson
(CTO)Majored in Mechanical Engineering at the University of Southern Maine. Was Mobile Developer and CTO at TechStars-backed Accelgolf from 2007 to 2010. Joined SkillSlate as Rails Engineer and CTO, before being hired by TaskRabbit as Staff Engineer in 2012.
Jeremy Caballero
(CPO)Started out as a Junior Programmer at Mail Boxes Etc. Worked as a Photographer and Videographer from 2007 to 2011, and then as a Freelance Digital Designer. Was Lead Designer at lifestyle adventure brand Targa Trophy before joining TargetSafety's UX team. Was made Lead Product Designer at TaskRabbit in 2012.
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