Legal Counsel, ERISA Fiduciary Services

Job Description

• Provide guidance around ERISA fiduciary issues as they relate to Guideline’s products and services • Provide legal support to Guideline, including assisting in the review, drafting, and negotiation of contract documentation such as client service agreements, non-disclosure agreements, and other commercial agreements • Review of communications between Guideline and its customers and partners • Qualify domestic relations orders (QDROs) • Assist with incident management • Serve as a member of the Legal and Compliance team, aiding programmatic management of client documentation and product with company policy and regulatory requirements • Consult with Guideline’s Product team on business initiatives and priorities and appropriately manage relationships • Interact with custodial bank regarding 401(k) plan matters and money movement • Work with internal and external parties to bring contracts to closure in a timely manner while providing suitable contractual protections for Guideline • Stay abreast of relevant DOL/IRS regulations, particularly relating to 401(k), IRAs, and HSAs

Qualifications

• Bachelor’s Degree • Juris Doctorate Degree from an accredited law school • Minimum of 5 years of experience with demonstrated subject matter expertise in the retirement services industry either in-house or at a law firm • Hybrid role 2 days a week from a home office and 3 days a week from either San Diego or Burlingame offices • ERISA experience with regard to fiduciary issues and prohibited transactions • Excellent contract drafting and legal negotiation skills with extensive experience consulting with business partners • Experience with custodian banks is preferred • 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

Benefits

• Flexible vacation policy • Company equity • 401(k) with matching contributions • 100% paid employee insurance coverage • Annual learning and development stipend • Parental leave • Sabbatical after 5 years of employment