San Mateo, California 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:



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

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

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

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