Support you can count on — and call

With Guideline, you and your team can get fast, live support via phone and email — bolstering an already strong benefit.

4 hours

average time to first response1

14 hours

average time to resolution1

93%

plan sponsor satisfaction score2

Thomas P.WHIPSAW Media
Our experience with Guideline has been exceptional. Proactive communications, easy-to-use interface, and support that’s both fast and detailed.Client of Guideline. Views may not be representative of other clients.

Give your team a suite of resources

It's easy for employees to get started with our guided setup, investment portfolio recommendations, and full suite of support:

  • Live employee support via phone or email

  • Mobile app and self-serve tools

  • Retirement education hub

  • How-to videos and guides

Guideline mobile app portfolio screen.
Guideline mobile app portfolio screen.

Chat with a specialist today and find the right 401(k) for your business.

Book a demo

Guideline helps empower participants

  • Icon consisting of three people beneath a heart shape

    Save with confidence

    85% of Guideline participants trust us to help manage their retirement savings3

  • Hand outsebtretch with two coins floating above it with a USD $ sign. Simple icon.

    Retirement readiness

    71% report improved ability to save3

  • Two hands precisely holding a person in between demonstrating care. Simple icon.

    Peace of mind

    68% report greater peace of mind3

Custom integrations. Quick resolutions.

All of our payroll integrations are direct and custom built — we don’t use 3rd party software to sync data. Data syncs every 24 hours.4 See payroll integrations

  • and more
  • and more

Transferring plans? We make it seamless.

Get a single point-of-contact at each stage of the transfer process. Once your plan is set up, your employees will get priority support, too.5

Learn about Guideline plan transfers

  • Dedicated onboarding specialist

  • Client relationship manager

  • Priority employee support

Find the right 401(k) for your business

Book a demo

This information is general in nature and is for informational purposes only. It shouldn’t be used as a substitute for specific tax, legal and/or financial advice that considers all relevant facts and circumstances. Investing involves risk and investments may lose value. Past performance is not a guarantee of future results. Tax laws and regulations are complex and subject to change. You should consult a qualified financial adviser or tax professional before relying on this information. See our Form ADV 2A Brochure for more information on our fees.