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Guideline logo


Creating a retirement
people can look
forward to.

We’re a team of entrepreneurs, investment professionals, and technologists who are building better ways to plan for the future.

Investment professionals
our mission

Helping everyone arrive at a secure retirement

Technology is the backbone of what we do. It allows us to automate many administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses.

But our platform is powered by people—engineers, account managers, data analysts, retirement consultants, and many more. Together, we’re creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement.

our team
  • 30,000+

    401(K) PLANS
  • 250+

  • 4


Workplace flexibility

We have four offices across the country, and a fifth in Georgia opening soon, so people can work in a way that works best for them—whether that’s in the office, remote or a combo of the two.

  • san diego

    San Diego, CA

  • san mateo

    Burlingame, CA

  • austin texas

    Austin, TX

  • Portland, ME

    Portland, ME

We're hiring! 🎉

Join us


  • Kevin Busque

    Kevin BusqueCEO & Co-Founder

  • Mike Nelson

    Mike NelsonCTO & Co-Founder

  • Jeremy Caballero

    Jeremy CaballeroCPO & Co-Founder

  • Jeff Rosenberger

    Jeff RosenbergerCOO

  • Qian Liu

    Qian LiuChief Data Officer

  • Lucas Huizar

    Lucas HuizarGeneral Counsel

  • Liz Mastrobattisto

    Liz MastrobattistoChief Compliance Officer

  • Christine Rimer

    Christine RimerChief Customer Officer

  • Aras KolyaChief Revenue Officer


  • TigerGlobal
  • Felicis
  • Propel
  • Lerer Hippeau


  • Fast Company

    Most Innovative Companies - 2019

  • Forbes

    Fintech 50 - 2018, 2019

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