Guideline

What is Guideline?

Guideline is a comprehensive retirement savings solution that empowers businesses to provide their employees with a simple, affordable 401(k) plan. Established over a decade ago, this platform has been indexed by Google, ensuring its reliability and longevity in the market

Highlights

• Highly automated and low-cost 401(k) plans, making it easy for companies to offer a valuable benefit to their workforce
• Streamlined retirement plan administration, employee onboarding, and government filing operations for small businesses
• Enables management of discretionary year-end contributions to employees' 401(k) accounts without charging any participant fees, regardless of asset value or account balance
• Automates plan administration and compliance management, allowing organizations to focus on their core business
• Offers both pre-tax and Roth options, including traditional 401(k) and Roth 401(k), to meet the diverse needs of employees
• Centralized dashboard provides users with easy access to their balance, contribution rates, recent activities, and notifications