We switched our 401(k) over to Guideline and I haven’t thought about 401(k) in five months. It’s HR nirvana.Client of Guideline. Views may not be representative of other clients.
We’ve always been bullish on minimizing costs to help people keep more of their money where it matters—in their retirement account.
We don’t charge fees for one-off transactions like rollovers, loans, distributions or plan wind-downs.
The total fees for our managed portfolios are up to 6x less than the industry average.7 Learn more
Affordable 401(k) plan admin fees are covered by employers. Employees are only charged an annual account fee starting at 0.15%.8
See our Form ADV 2A Brochure for additional information regarding Guideline’s fees
We’ve teamed up with top payroll providers to make setting up and managing a 401(k) seamless.
We’ve teamed up with top payroll providers to make setting up and managing a 401(k) seamless.
Manage your plan or account at any time—whether it’s your company plan design, your client’s roster, or your personal contributions and investments.
Manage your plan or account at any time—whether it’s your company plan design, your client’s roster, or your personal contributions and investments.
Our investment portfolios are professionally designed and rebalance automatically.
Our investment portfolios are professionally designed and rebalance automatically.
Employees can set up, update, and optimize their 401(k) — anytime, anywhere.9
Employees can set up, update, and optimize their 401(k) — anytime, anywhere.9
We’ve teamed up with top payroll providers to make setting up and managing a 401(k) seamless.
We’ve teamed up with top payroll providers to make setting up and managing a 401(k) seamless.
Manage your plan or account at any time—whether it’s your company plan design, your client’s roster, or your personal contributions and investments.
Manage your plan or account at any time—whether it’s your company plan design, your client’s roster, or your personal contributions and investments.
Our investment portfolios are professionally designed and rebalance automatically.
Our investment portfolios are professionally designed and rebalance automatically.
Employees can set up, update, and optimize their 401(k) — anytime, anywhere.9
Employees can set up, update, and optimize their 401(k) — anytime, anywhere.9
With Guideline, you and your team get support from our 401(k) specialists via phone or email — our annual plan sponsor customer satisfaction score is 93%.10 See our customer support metrics