Guideline

"Great Value"

What do you like best about Guideline? Low cost and plenty of good Vanguard Funds What do you dislike about Guideline?

"Guideline has been a fantastic 401K provider for our company!"

What do you like best about Guideline? Guideline is a very intuitive, user-friendly service, which integrates seemlessly with our payroll provider. The cost of their services is very reasonable. The company also provides fast and efficient customer support when needed.

"Great customer support and ease of use"

What do you like best about Guideline? Integration with payroll is terrific. The fact that Guideline takes care of all required reporting, documentation, etc. is a big time saver. It's great to know that I essentially don't have to do anything but review a few actions items every once in a while. The comparability profit sharing is a great feature to help maximize company contributions to employee 401k accounts; and my account manager has been very helpful in finding the correct ...

"Easy and effective"

What do you like best about Guideline? Guideline is simple to use and handles all the on boarding for you. Guideline also helps you stay compliant and up to date. What do you dislike about Guideline?

"Saving made easy!"

What do you like best about Guideline? I love how easy it is to contribute to a retirement plan - both as a business owner and employee of that business. It's easy for me to offer my employees this major benefit and I love how seamless it is as an employee as well.

"Very easy to use"

What do you like best about Guideline? It was simple to get my retirement plan set up on Guideline. They were very helpful getting the 401K from my old company rolled over into my new account.

"Ww switched from Ubiquity to Guidline"

What do you like best about Guideline? They were helpful during the transition process, our previous provider was initially recommended by Gusto, but never completed the integration and lost a few of our deposits

"Extremely easy to use and top support"

What do you like best about Guideline? Guideline is extremely easy to use and on the small number of times we've required support, it's been very straightforward to reach a human on the phone who has resolved right away. Integration with payroll is seamless.

"Simple and effective"

What do you like best about Guideline? Guideline has simplified the whole 401(k) process allowing me to offer this key benefit to my employees within my small business. I could not have done it on my own.

"Affordable 401k management that is easy to use"

What do you like best about Guideline? Guideline is very user oriented and easy to use. As an administrator the business side is simple and as a participant I was able to quickly make edits to my contributions, allocations, etc. Their website is simple and user friendly.