EducationRetirement Legislation

Retirement Legislation

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Guideline, LLC is a holding company, wholly-owned by Gusto, Inc. (“Gusto”), that through its subsidiaries, it provides an integrated platform to companies who seek to work with 1) Guideline RK, LLC (“Guideline”) and/or 2) Guideline Investments, LLC, an SEC Registered Investment Adviser (“Guideline Investments”), both of which are wholly owned by Guideline, LLC.

Neither Gusto nor Guideline, LLC or Guideline RK, LLC is involved in securities activities and is not registered with the SEC or FINRA. Neither Gusto, nor any of its affiliates, is a bank.

Investment advisory services for Gusto’s 401(k) products (when 3(38) fiduciary services are selected) and SEP IRA/IRA products are offered by Guideline Investments, LLC (“Guideline Investments”), an SEC-registered investment adviser. For more information regarding fees and services, see Guideline Investments’, ADV 2A Brochure and Form CRS. References throughout this website to investment advisory services including but not limited to: investments offered, portfolios, managed portfolios, investment philosophy, assets under management (AUM), annual account fees expressed as a percentage of AUM, suitability questionnaire, 3(38) investment advisory management fiduciary services, robo-advisory services, and investment advice, unless otherwise specifically stated, are services provided by Guideline Investments. Investing involves risk and may lose money, including loss of principal. Investing is not guaranteed and past performance is not a guarantee of future performance. The investment options offered by Guideline Investments are not FDIC insured.

Administrative and recordkeeping services for Gusto’s 401(k) products, and SEP IRA/IRA products, are offered by Guideline RK, LLC (“Guideline”). 3(16) plan administration services are also offered by Guideline and only made available to clients who use the integration services available through Gusto’s payroll services. For more information on Guideline’s pricing, see here. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.

Any graphs, charts, and other visual aids (collectively referred to as “image(s)”) are provided for information purposes only. None of these images can of themselves be used to make investment decisions. No representation is made that these will assist any person in making investment decisions and no image can capture all factors and variables required in making such decisions. Investing involves risk, including loss of principal.

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