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About Guideline

Guideline is a retirement plan software from Guideline that provides a low-fee, payroll-synced 401(k) solution. It combines compatibility with regular and off-cycle payroll runs, visibility and status of previously uploaded payrolls, and aggregated 401(k) information so businesses can manage employee retirement plans more efficiently. The software supports both Gusto payroll customers and those using other payroll systems, ensuring a flexible solution for varying business needs. Guideline also includes resources like investment funds, a blog, and a help center for user assistance. Key capabilities: compatibility with payroll runs visibility of payroll status aggregated 401(k) information investment funds resource access Best for: businesses of all sizes that need to manage employee retirement plans effectively.

Guideline Details

Vendor
Guideline
Year Launched
2015
Location
1412 Chapin Avenue, Burlingame, California 94010, USA
Deployment
cloud
Training Options
documentation
Countries Served
USA
Languages
English
Users
Small to medium-sized businesses looking to offer 401(k) plans to their employees.
Industries Served
Benefits Administration, Human Resources, Finance, Technology, Retail
Tags
401(k), Retirement, Employee Benefits, Payroll Integration, Compliance

Guideline's In-App Market Place

Does Guideline have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • Ease of Use: Users consistently praise Guideline's user-friendly interface and straightforward setup process.
  • Integration with Payroll Systems: The software seamlessly integrates with popular payroll systems like Gusto, streamlining the administration process.
  • Transparent Fees: Guideline's fee structure is clear and easy to understand, avoiding hidden costs.
  • Customer Support: While some users have reported occasional delays, many have praised the quality of customer support.
  • Employee Satisfaction: Employees generally appreciate the flexibility and investment options offered by Guideline's 401k plans.
  • Customer Service Response Time: Some users have experienced slow response times from customer support, particularly for complex inquiries.
  • Hardship Withdrawal Process: There have been reports of delays and issues with hardship withdrawal requests.
  • System Slowness: A few users have mentioned occasional slowness in the platform's performance.
  • Limited Reporting Options: While the basic reporting features are sufficient for most users, some advanced users may find the reporting options to be limited.

Guideline's Support Options

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