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.

LIMITED-TIME OFFER
Receive $0 employer fees for the first 3 months6.

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Join the 1k+ law firms and 60,000+ 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.
2Investment advisory services for Guideline’s 401(k) product (when 3(38) fiduciary services are appointed) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. 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%. Contact Sales at hello@guideline.com to learn more about exclusive pricing options available in Enterprise tier. See the Guideline Form ADV 2A Brochure for more information regarding these fees.
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.
5Investment advisory services for Guideline’s 401(k) product (when 3(38) fiduciary services are appointed) are offered by Guideline Investments, LLC, an SEC-registered investment adviser. For more information regarding these fees see the Form ADV 2A Brochure and Form CRS. Recordkeeping services are offered by Guideline RK, LLC. 3(16) plan administration services are also offered by Guideline RK, LLC and only made available to clients who utilize an eligible payroll provider. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.
6Employer fees included in this promotion are the monthly base fee charged to the 401(k) plan sponsor and the monthly active participant fee. Other employer-paid service fees are not included in this promotion. Participant-paid fees are not included in this promotion and will still apply. See here for more information regarding fees. This offer can’t be combined with other offers. Flexible pricing opportunities may affect this promotion. Contact Sales at hello@guideline.com for further details. Guideline reserves the right to modify or discontinue this promotion at any time without prior notice.