About

Guideline. Helping people save for a better future.Guideline is the only 401(k) provider that doesnt charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting whats unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

Focus

PRODUCTS & SERVICES

Guideline's platform makes recommendations and adjustments on an ongoing basis to optimize employees retirement accounts. It integrates the plan with the user's payroll provider and automates the administration, recordkeeping, reporting, investment management, and employee education process. It helps its employees to enroll and understand their investment options as well as customize their plan and advisors to manage their clients' accounts.

MAIN CLIENTS

Small businesses