Guideline

Guideline is an all-inclusive 401(k) plan for businesses that's easy for employers to set up and easier for employees to enroll.

Languages supported: English

8.4/10 (Expert Score) ★★★★★
Product is rated as #5 in category 401(k) Software
Ease of use
8.8
Support
8.3
Ease of Setup
9.7

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Guideline is the easy, affordable way to invest in your financial future. Our retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.

Guideline
Guideline

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Customer Reviews

Guideline Reviews

Emily T.

Advanced user of Guideline
★★★★★
Super easy system that is a delight to use!

What do you like best?

Before Guideline, we used a very clunky, old-school system that hardly had an online interface. We considered ALL the options when making the switch, from big companies to small companies, and Guideline was the clear winner! The online platform is SO easy to use from both the employee and employer perspective, has great 401k options for our employees, and makes the 401k program really easy to administer as a small business (currently 12 employees). I love that employees are automatically opted into the program when eligible, which has proven to increase savings rates over time!

What do you dislike?

Nothing! We have been completely happy with our choice after considering all the options.

Recommendations to others considering the product:

We are so glad we made the leap to Guideline!! Would highly recommend!

What problems are you solving with the product? What benefits have you realized?

Guideline is an easy to administer and easy to use platform for our employees and for us as the employer. Our employees love it and it is a great addition to our benefits package!

Review source: G2.com

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