RETIREMENT PLAN PROGRAMS

Seamless and flexible 401(k) plans for your firm.

With Guideline, you can focus on what matters.

Guideline is an all-in-one retirement solution that automates most 401(k) administrative tasks, including plan administration, recordkeeping, employee onboarding, compliance testing1, government filing, and investment management. With Guideline, you can provide an impactful work benefit while helping to minimize paperwork and fees.

Take care of your team and help retain top talent.

LEARN MORE »

Join the 1k+ law firms and 47,000+ businesses that trust Guideline with their retirement.

Customizable plans.

Design the plan that meets your firm goals and team needs with options like Safe Harbor and Roth plans, profit sharing, and vesting schedules.

Intelligent investing.

Participants can select a diversified investment portfolio—with low-cost funds across asset classes—that rebalances automatically to stay on track.

Seamless setup and employee onboarding.

Sign up for a plan in 20 minutes. Employee data syncs with popular payroll providers like Gusto and QuickBooks. Once it’s up and running, Guideline will enroll your employees and help them set up an account.

Low cost, low fees.

Guideline 401(k) plans come with low monthly costs and no transaction fees. Account fees for participants start at 0.15%.2 Your firm may also be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset initial plan costs.3

Automated plan admin.

From serving as your fiduciary to ongoing compliance testing4, Guideline offers end-to-end management of your 401(k).5

1All plans of related entities must be administered by Guideline in order to provide compliance testing.
2This information is general in nature and is for informational purposes only. It is not investment advice. An assumed annual account fee of 0.15% is applied to assets under management and is deducted on a monthly basis. It’s calculated at 1/12 of the annual stated rate (0.15%) based on the account balance on the last day of each month. Alternative account fee pricing is available, ranging from 0.15% to 0.35%. See our Form ADV 2A Brochure for more information regarding fees. Contact Sales at hello@guideline.com to learn more about exclusive pricing options available in Enterprise tier.
3You should consult a tax professional to determine what types of tax credits or deductions your company is eligible to claim.
4All plans of related entities must be administered by Guideline in order to provide compliance testing.
5Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.