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
  • Spanish language support available
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
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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
  • 1
    Based on Guideline internal analytics from May, 2024
  • 2
    Guideline’s average plan sponsor satisfaction score (CSAT) based on feedback received from 1/1/2024 to 12/31/2024.
  • 3
    Results from a 60DB survey of 300 randomly-selected active Guideline participants, April 2021. We compensated participants for responding to this survey. Responders may or may not be current clients of Guideline. These reviews may not be representative of the experience of other reviewers.
  • 4
    Based on Guideline internal analytics from January 2023 through December 2023
  • 5

    We require all plan sponsors transferring an existing 401(k) to Guideline to set up and maintain an Enterprise plan for at least one year. We require all legally related groups to be in our Enterprise or Starter tiers. Learn more about our fees here.

  • †
    This content is for informational purposes only and is not intended to be taken as tax advice. Please consult a tax professional to determine what types of tax credits or deductions your company is eligible to claim.
  • 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.

Guideline.com is owned and operated by Guideline, Inc. This website contains content from Guideline, Inc. and its affiliates, each a separate entity with different regulatory marketing requirements and standards. References to "our" or "we" on this website refer solely to Guideline RK, LLC unless otherwise specifically stated.

The information in this website is for informational purposes only and is not intended to be an offer, recommendation, investment advice, legal or tax advice, or a solicitation to buy or sell any security. By using this website, you agree to Guideline, Inc.’s Privacy Policy and Terms and Conditions of Use. Neither Guideline, Inc. nor its subsidiaries, are responsible for information provided by third parties. Information included herein from third parties is believed to be reliable however Guideline, Inc. does not guarantee the accuracy and completeness of that information.

Guideline, Inc. is a technology company that provides an integrated platform to companies who seek to work with 1) Guideline RK, LLC ("Guideline") and/or 2) Guideline Investments, LLC, an SEC Registered Investment Adviser ("RIA"), both of which are wholly owned by Guideline Holdings, LLC. Guideline Holdings, LLC is wholly owned by Guideline, Inc. Neither Guideline, Inc. nor Guideline Holdings, LLC or Guideline RK, LLC is involved in securities activities and is not registered with the SEC or FINRA. Neither Guideline, Inc., nor any of its affiliates, is a bank.

Investment advisory services for Guideline’s 401(k) (when 3(38) fiduciary services are selected) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. For more information regarding fees and services, see Guideline Investments, LLC’s ADV 2A Brochure and Form CRS. References throughout this website to investment advisory services including but not limited to: investments offered, portfolios, managed portfolios, investment philosophy, assets under management (AUM), annual account fees expressed as a percentage of AUM, suitability questionnaire, 3(38) investment advisory management fiduciary services, robo-advisory services, and investment advice, unless otherwise specifically stated, are services provided by Guideline Investments, LLC. Investing involves risk and may lose money, including loss of principal. Investing is not guaranteed and past performance is not a guarantee of future performance. The investment options offered by Guideline Investments, LLC are not FDIC insured.

Recordkeeping services for Guideline’s 401(k) and SEP IRA/IRA products 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. For more information on Guideline’s pricing, see here. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.

Any graphs, charts, and other visual aids (collectively referred to as "image(s)") are provided for information purposes only. None of these images can of themselves be used to make investment decisions. No representation is made that these will assist any person in making investment decisions and no image can capture all factors and variables required in making such decisions.

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