Want to claim this profile?
As a company, you can create a free GFM Directory listing to customize your brand profile, highlight your offerings, and showcase your latest achievements.

About Guideline

Guideline is a financial technology company focused on retirement planning solutions, offering 401(k) plans and IRAs designed for businesses of all sizes. Founded by CEO Kevin Busque, the company aims to simplify retirement savings through automation, cost transparency, and seamless payroll integration. Guideline provides affordable services, charging employers for plan administration while employees pay a low annual account fee. The company offers fully managed 401(k) plans with features like automatic enrollment, payroll synchronization, and compliance support. It also provides investment management with professionally managed portfolios and low-cost index funds. Guideline acts as a fiduciary, overseeing plan administration and investments to reduce legal risks for employers. Additionally, it has a mobile app that allows employees to manage contributions and access educational resources. With a strong emphasis on customer support, Guideline maintains a high satisfaction score and caters primarily to small and midsize businesses.

Articles About Guideline