San Mateo, California www.guideline.com Founded in 2016

Guideline Inc

The easy, affordable 401(k) for small business
Guideline for Advisors® makes it easy for financial and accounting pros to help their clients offer an affordable retirement plan. We automate all the legwork involved in offering a 401(k) — like payroll integration, plan administration, and compliance testing — so your clients can focus on their business and employees.

  • Basic Info
Regarding 401k administration: Regarding 403b administration: Regarding 457b administration:

Philanthorpy

Advisors

We offer a comprehensive platform to help grow and manage your employer sponsored retirement plan business.

Get Started

Employers

Let us help you fulfil key fiduciary obligations and reduce exposure to ERISA litigation while saving you time.

Get Started

Employees

As an employee, are you paying reasonable fees on your retirement plan? Let’s find out!

Get Started